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.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,825,808,464 Number of advisors 15 advisors | |||
| 2 | Assets under management $162,905,695 Number of advisors 5 advisors | |||
| 3 | Assets under management $136,356,559 Number of advisors 5 advisors | |||
| 4 | Assets under management $92,037,831 Number of advisors 5 advisors | |||
| 5 | Assets under management $25,911,756,571 Number of advisors 132 advisors | |||
| 6 | Assets under management $5,462,764,262 Number of advisors 49 advisors | |||
| 7 | Assets under management $3,429,532,338 Number of advisors 84 advisors | |||
| 8 | Assets under management $1,209,246,239 Number of advisors 12 advisors | |||
| 9 | Assets under management $628,559,862 Number of advisors 24 advisors | |||
| 10 | Assets under management $543,497,449 Number of advisors 13 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chevy Chase, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
New Century Advisors, LLC
New Century Advisors, LLC, established in March 2002, specializes in providing discretionary fixed-income and US Small Cap Equity portfolio management services primarily through separate accounts. The firm offers various investment strategies tailored to client needs, such as Short Duration Plus Bond, Core Bond, US TIPS, Global Credit, and US Small Cap Equity Strategy. NCA LLC manages client assets on a discretionary basis, assuming responsibility for day-to-day management and investment decisions. The firm charges management fees based on assets under management, with fee schedules individually negotiated in certain circumstances. Clients can impose investment guideline restrictions, and NCA LLC may invest in various securities, including fixed income securities, equity securities, options, and ETFs. As of 12/31/2023, NCA LLC managed $3,951,461,460 in client assets on a discretionary basis. The firm acts as a fiduciary, putting clients' interests first and following a Code of Ethics. NCA LLC does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients can direct brokerage, and the firm votes proxies in the best interests of clients. NCA LLC does not offer custody services and encourages clients to review statements from their custodian. The Compliance Officer, Thomas Hines, is available to address any client questions or concerns. For more information, clients can request a copy of NCA LLC's Code of Ethics, proxy voting policies, and other relevant documents.
$3,825,808,464 under management
15 advisors
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)
Plotkin Financial Advisors, LLC
Plotkin Financial Advisors, LLC is an SEC-registered investment adviser established in 2003 by Shimshon Plotkin, with Oceanview Consultants, LLC becoming the owner in 2024. The firm offers financial planning, portfolio management, and wealth management services, tailored to individual client needs. Clients are encouraged to participate in annual reviews, and financial plans are reviewed annually to ensure alignment with changing circumstances. The firm provides financial planning services either as part of portfolio management or as a standalone service, with fees for the initial plan at $1,000 and $800 annually for updates. Portfolio management services are customized to each client, utilizing model portfolios and a wrap fee program through Charles Schwab & Co. The firm offers asset management services on a discretionary and nondiscretionary basis, with a focus on equity securities, fixed income securities, and ETFs. PFA does not charge performance-based fees or provide side-by-side management. The firm prefers clients to have a minimum account size of $500,000 and does not vote client securities proxies. PFA does not vote proxies or class action lawsuits on behalf of clients and does not have any financial impairments that would prevent meeting contractual commitments. Clients maintain exclusive responsibility for voting proxies and making elections regarding their investment assets.
$162,905,695 under management
5 advisors
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
Burkholder & Associates, LLC
Burkholder & Associates, LLC is a financial advisory firm established in July 2016 by Nicholas E Burkholder. The firm specializes in offering portfolio management services, pension consulting, and financial planning tailored to individual client needs. They provide services to various clients, including individuals, high-net-worth individuals, business owners, pension and profit-sharing plans, and charitable organizations. The firm's investment strategy includes asset allocation, risk assessment, and regular portfolio monitoring. Clients have the option to impose restrictions on investments based on personal values or beliefs. Burkholder & Associates, LLC operates as a fiduciary, acting in the best interests of clients. The firm manages assets totaling $214,661,226 under discretionary authority. Fees for portfolio management services range from 0.70% to 1.35% of total assets under management, with fees paid quarterly. The firm does not participate in wrap fee programs and has no account minimum requirement. Investment strategies include fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading, short-term trading, margin transactions, and options trading. Clients receive quarterly reports detailing account performance and fees. Burkholder & Associates, LLC does not accept performance-based fees, and clients have the option to purchase recommended products through other brokers. The firm has a written Code of Ethics covering various areas, including prohibited activities, conflicts of interest, and compliance procedures. Burkholder & Associates, LLC does not receive economic benefits from third parties for advice rendered to clients and does not recommend securities in which the firm or related persons have a financial interest.
$136,356,559 under management
5 advisors
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
Intervest Ltd
InterVest, Ltd. is an independent financial counseling firm established in 1982, with Richard Holleman Schoenfeld as the principal owner. They offer personalized financial planning services, including investment and tax strategies, retirement and estate planning, and insurance reviews. InterVest acts as a fiduciary for clients' retirement accounts, ensuring their best interests are prioritized. They collaborate with clients' legal, accounting, and investment professionals to provide comprehensive financial solutions. The firm manages assets totaling approximately $147.8 million, with a minimum initial investment of $4,000 for a comprehensive Financial Plan. InterVest charges fixed fees based on the complexity of services provided and offers non-discretionary asset management consulting. Clients may also participate in an investment program sponsored by SEI Investments Management Corporation. InterVest does not participate in wrap fee programs and does not charge performance-based fees. The firm has no disciplinary events and does not engage in financial industry activities beyond financial advising. Clients include individuals, trusts, families, estates, and organizations, with no minimum asset requirement. InterVest's investment strategies are based on thorough analysis and tailored to each client's unique financial situation. The firm emphasizes risk management and transparent fee structures.
$92,037,831 under management
5 advisors
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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.
$25,911,756,571 under management
132 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
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.
$5,462,764,262 under management
49 advisors
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)
Fcp
FCP Fund Manager, L.P. is a registered investment adviser specializing in private real estate investment funds since 2008. The firm primarily focuses on residential real estate assets, commercial properties, and distressed real estate mortgage and notes. The Adviser tailors its services to each Client's needs, providing advice on acquiring, developing, managing, and disposing of real estate assets. As of December 31, 2024, FCP manages approximately $3.3 billion in discretionary regulatory assets under management. The firm's investment strategy includes disciplined underwriting processes, multiple exit strategies, and a focus on creating value and maximizing cash flow from each investment. FCP charges management fees based on a percentage of committed or invested capital, paid quarterly. The firm does not accept performance-based fees but may receive carried interest distributions. Clients are qualified purchasers and accredited investors, with minimum capital commitments set in the respective fund documents. The Adviser has a Code of Ethics, ensuring compliance with laws and fiduciary obligations. Investment decisions are made by the investment committee of the general partners, with the Principals having voting authority. FCP does not hold publicly traded securities, so proxy voting is not expected. The firm does not have custody of client assets but provides audited financial statements annually. FCP does not solicit prepayment exceeding $1,200 or have financial conditions impairing its ability to meet commitments.
$3,429,532,338 under management
84 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
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.
$1,209,246,239 under management
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
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.
$628,559,862 under management
24 advisors
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.
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.
$543,497,449 under management
13 advisors
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)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chevy Chase, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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