Top 10 financial advisors in Chevy Chase, MD
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.
New Enterprise Associates
New Enterprise Associates is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $25,911,756,571 of assets under management and employs about 132 people. New Enterprise Associates uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$25,911,756,571
Headcount
132 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-127227
Services offered
Portfolio Management For Pooled Investment Vehicles
Artemis Real Estate Partners
Artemis Real Estate Partners is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $5,462,764,262 of assets under management and employs about 49 people. Artemis Real Estate Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$5,462,764,262
Headcount
49 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-74217
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)
New Century Advisors, LLC
New Century Advisors, LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $3,825,808,464 of assets under management and employs about 15 people. New Century Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,825,808,464
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-61423
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)
Fcp
Fcp is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $3,429,532,338 of assets under management and employs about 84 people. Fcp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,429,532,338
Headcount
84 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-74428
Services offered
Portfolio Management For Pooled Investment Vehicles
Enlightenment Capital
Enlightenment Capital is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $1,209,246,239 of assets under management and employs about 12 people. Enlightenment Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,209,246,239
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-110930
Services offered
Portfolio Management For Pooled Investment Vehicles
Alliance Partners LLC
Alliance Partners LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $628,559,862 of assets under management and employs about 24 people. Alliance Partners LLC uses a fee structure of a percentage of assets under your management and origination fees on principal loan transactions.
Assets under management
$628,559,862
Headcount
24 advisors
Fee structure
A percentage of assets under your management
ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS
SEC number
801-72413
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
Fort, L.p.
Fort, L.p. is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $543,497,449 of assets under management and employs about 13 people. Fort, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$543,497,449
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-79113
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)
Augment Infrastructure Managers Advisory LLC
Augment Infrastructure Managers Advisory LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $307,981,047 of assets under management and employs about 9 people. Augment Infrastructure Managers Advisory LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$307,981,047
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-121927
Services offered
Portfolio Management For Pooled Investment Vehicles
Plotkin Financial Advisors, LLC
Plotkin Financial Advisors, LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $162,905,695 of assets under management and employs about 5 people. Plotkin Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and percentage of retirement plan assets.
Assets under management
$162,905,695
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
PERCENTAGE OF RETIREMENT PLAN ASSETS
SEC number
801-85168
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
Burkholder & Associates, LLC
Burkholder & Associates, LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $136,356,559 of assets under management and employs about 5 people. Burkholder & Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$136,356,559
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120797
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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