Chevy Chase Trust Ranks on List of Top RIA Firms in 2022
As of October 25, 2022, we are pleased to announce that Chevy Chase Trust ranked 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.