ARTEMIS REAL ESTATE PARTNERS
Chevy Chase, MD
AUM
$11.42B
Wealth MgmtInstitutional
Team
61 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-235-2022
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD, CHEVY CHASE
20 advisers found
NEW CENTURY ADVISORS, LLC
Chevy Chase, MD
AUM
$4.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
240-395-0550
FCP
Chevy Chase, MD
AUM
$3.48B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-395-2000
ENLIGHTENMENT CAPITAL
Chevy Chase, MD
AUM
$2.12B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-752-9616
ALLIANCE PARTNERS LLC
Chevy Chase, MD
AUM
$1.94B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS
301-232-5400
TRITONPOINT WEALTH, LLC
Chevy Chase, MD
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(301) 799-9001
CARDEROCK CAPITAL MANAGEMENT, INC.
Chevy Chase, MD
AUM
$677.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(301)951-5288
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC
Chevy Chase, MD
AUM
$337.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-760-2700
CARO INVESTORS
Chevy Chase, MD
AUM
$316.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571.679.3476
TRITONPOINT PARTNERS, LLC
Chevy Chase, MD
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-799-9001
THINAGEE INVESTMENTS INC.
Chevy Chase, MD
AUM
$265.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
240-235-1846
PEAKSTONE FINANCIAL ADVISORS
Chevy Chase, MD
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
301-907-9790
INTERVEST LTD
Chevy Chase, MD
AUM
$247.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-951-4455
ITHAKA FINANCIAL PLANNING, LLC
Chevy Chase, MD
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-968-2381
BARRACK YARD ADVISORS, LLC
Chevy Chase, MD
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(202) 870-9566
PERSONAL FINANCIAL PARTNERS
Chevy Chase, MD
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(202) 910-6240
WASHINGTON SECURITIES CORPORATION
Chevy Chase, MD
AUM
$7.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-657-4810
CAPITAL FINANCIAL PLANNERS LLC
Chevy Chase, MD
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(240)316-3956
HZ INVESTMENTS INC.
Chevy Chase, MD
AUM
$591.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
301-922-7631
Full profileNo website
TRITONPOINT CAPITAL, LLC
Chevy Chase, MD
AUM
$250.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
301-799-9001
Full profileNo website