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.
- Not sure which one to choose?Use our smart matching tool
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?Use our smart matching tool
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
Your first meeting is free.