Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Chevy Chase has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Chevy Chase, Maryland have an average of 18 years of experience.
David Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Only
Young Park
CFP®
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Erich Imphong
CFP®
Plotkin Financial Advisors, LLC
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Commissions, Based on Assets
Diamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Not Specified.
Fee-Based, Based on Assets
Bob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
MY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Doug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Not Specified.
Fee-Based, Based on Assets
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ARTEMIS REAL ESTATE PARTNERS 5404 Wisconsin Avenue, Suite 1150 Chevy Chase, MD, 20815 | $7,738,321,557 | 23 | 49 | A Percentage of AUM, Performance Based |
2 | NEW CENTURY ADVISORS, LLC 2 Wisconsin Circle, Suite 940 Chevy Chase, MD, 20815 | $3,825,808,464 | 47 | 15 | A Percentage of AUM, Performance Based |
3 | FCP 4445 Willard Ave, Suite 900 Chevy Chase, MD, 20815 | $3,538,172,358 | 12 | 84 | A Percentage of AUM, Performance Based |
4 | ALLIANCE PARTNERS LLC 4445 Willard Avenue, Suite 1100 Chevy Chase, MD, 20815-3695 | $2,883,399,572 | 168 | 24 | A Percentage of AUM, Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS) |
5 | ENLIGHTENMENT CAPITAL 4445 Willard Avenue, Suite 950 Chevy Chase, MD, 20815 | $1,209,246,239 | 17 | 12 | A Percentage of AUM, Performance Based |
6 | CARDEROCK CAPITAL MANAGEMENT, INC. 2 Wisconsin Circle, Suite 600, Chevy Chase, MD, 20815-7020 | $551,302,799 | 476 | 3 | A Percentage of AUM, Hourly charges |
7 | FORT, L.P. 2 Wisconsin Circle, Suite 1150 Chevy Chase, MD, 20815-7003 | $543,497,449 | 5 | 13 | A Percentage of AUM, Performance Based |
8 | HZ INVESTMENTS INC. 5610 Wisconsin Ave #108, Chevy Chase, MD, 20815 | $424,927,050 | 28 | 1 | A Percentage of AUM |
9 | AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC 4445 Willard Avenue, Suite 600 Chevy Chase, MD, 20815 | $307,981,047 | 3 | 9 | A Percentage of AUM, Performance Based |
10 | PLOTKIN FINANCIAL ADVISORS, LLC 8401 Connecticut Avenue, Suite 400 Chevy Chase, MD, 20815-5833 | $162,905,695 | 695 | 5 | A Percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
11 | INTERVEST LTD 2 Wisconsin Circle, Suite 910 Chevy Chase, MD, 20815-7040 | $147,791,886 | 318 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | BURKHOLDER & ASSOCIATES, LLC 2 Wisconsin Circle, Suite 700 Chevy Chase, MD, 20815 | $145,687,815 | 341 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | TRITONPOINT WEALTH, LLC 4445 Willard Ave., Ste. 600 Chevy Chase, MD, 20815 | $0 | 0 | 6 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 160668
Assets Under Management $7,738,321,557
No. Of Clients23
Clients Per Financial Advisor0
ARTEMIS REAL ESTATE PARTNERS is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122478
Assets Under Management $3,825,808,464
No. Of Clients47
Clients Per Financial Advisor3
NEW CENTURY ADVISORS, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161468
Assets Under Management $3,538,172,358
No. Of Clients12
Clients Per Financial Advisor0
FCP is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 84 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157700
Assets Under Management $2,883,399,572
No. Of Clients168
Clients Per Financial Advisor7
ALLIANCE PARTNERS LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 168 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166422
Assets Under Management $1,209,246,239
No. Of Clients17
Clients Per Financial Advisor1
ENLIGHTENMENT CAPITAL is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104570
Assets Under Management $551,302,799
No. Of Clients476
Clients Per Financial Advisor159
CARDEROCK CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $551M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168613
Assets Under Management $543,497,449
No. Of Clients5
Clients Per Financial Advisor0
FORT, L.P. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $543M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312268
Assets Under Management $424,927,050
No. Of Clients28
Clients Per Financial Advisor28
HZ INVESTMENTS INC. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $425M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315485
Assets Under Management $307,981,047
No. Of Clients3
Clients Per Financial Advisor0
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127635
Assets Under Management $162,905,695
No. Of Clients695
Clients Per Financial Advisor139
PLOTKIN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104614
Assets Under Management $147,791,886
No. Of Clients318
Clients Per Financial Advisor64
INTERVEST LTD is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 318 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313338
Assets Under Management $145,687,815
No. Of Clients341
Clients Per Financial Advisor68
BURKHOLDER & ASSOCIATES, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328398
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
TRITONPOINT WEALTH, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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