Top 10 advisors in Chevy Chase

Top 10 advisors in Chevy Chase

We’ve curated a list of the best financial advisors in Chevy Chase, take a look at it below

Find an advisor in Chevy Chase
# Financial advisor Assets under management Number of advisors
1 $25,911,756,571 132 advisors
2 $5,462,764,262 49 advisors
3 $3,825,808,464 15 advisors
4 $3,429,532,338 84 advisors
5 $1,209,246,239 12 advisors
6 $628,559,862 24 advisors
7 $543,497,449 13 advisors
8 $307,981,047 9 advisors
9 $162,905,695 5 advisors
10 $136,356,559 5 advisors

How we came up with this list

To generate our top financial advisors list in Chevy Chase, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chevy Chase. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • 1. New Enterprise Associates

    Assets under management

    $25,911,756,571

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 2. Artemis Real Estate Partners

    Assets under management

    $5,462,764,262

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 3. New Century Advisors, LLC

    Assets under management

    $3,825,808,464

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 4. Fcp

    Assets under management

    $3,429,532,338

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 5. Enlightenment Capital

    Assets under management

    $1,209,246,239

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 6. Alliance Partners LLC

    Assets under management

    $628,559,862

    Fee structure

    A percentage of assets under your management

    ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS

    Services offered

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Educational Seminars/workshops

    Identify And Refer Credit Assets To Banking Institutions.

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    7. Fort, L.p.

    Assets under management

    $543,497,449

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 8. Augment Infrastructure Managers Advisory LLC

    Assets under management

    $307,981,047

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 9. Plotkin Financial Advisors, LLC

    Assets under management

    $162,905,695

    Fee structure

    A percentage of assets under your management

    Hourly charges

    PERCENTAGE OF RETIREMENT PLAN ASSETS

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

    Retirement Plan Consulting

  • Not sure which one to choose?
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    10. Burkholder & Associates, LLC

    Assets under management

    $136,356,559

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Pension Consulting Services

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].