NOTEWORTHY

Chevy Chase Trust Ranks #8 on Forbes/SHOOK List of Top RIA Firms in 2022

As of October 25, 2022, we are pleased to announce that Chevy Chase Trust ranked #8 nationally on the 2022 Forbes/SHOOK list of America’s Top RIA Firms. Based on qualitative factors such as how a firm treats and serves its clients, and quantitative metrics including assets under management and retention rates, they chose us as a top-ranking firm. Read the Forbes article here.

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