As of October 10, 2023, Forbes has named Chevy Chase Trust to the 2023 Forbes/SHOOK list of America’s Top RIA Firms. After receiving more than 42,000 nominations, Forbes/SHOOK considered both qualitative and quantitative factors when conducting their research. By looking at compliance records, revenue trends, best practices and top notch client service, the list was narrowed down to 250 firms.
We are pleased to be on this list and stand behind our commitment to placing clients— and client success— over everything else.
See the complete Forbes list here.
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded October 10, 2023 for data as of March 31, 2023. Chevy Chase Trust paid no application fee to participate.