{ "path": "/advisors/dc/washington/chevy-chase", "url": "https://advisorcensus.com/advisors/dc/washington/chevy-chase", "page_type": "metro_city", "title": "Financial advisors in Chevy Chase, MD", "filters": {}, "scope_total": 27, "faq": [ { "q": "How many financial advisory firms are there in Chevy Chase, MD?", "a": "AdvisorCensus lists 27 investment advisory firms with a principal office in Chevy Chase, Maryland (part of the Washington metro area), from Form ADV filings as of October 2026: 15 SEC-registered, 4 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Chevy Chase, MD?", "a": "6 of the 27 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Chevy Chase, MD offer financial planning?", "a": "8 of the 19 firms in Chevy Chase, MD that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Chevy Chase, MD fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 6 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 27 investment advisory firms with a principal office in Chevy Chase, Maryland (part of the Washington metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Washington metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Chevy Chase, MD: 27 firms from Form ADV filings as of October 2026.", "total_firms": 27, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 15, "state": 4, "exempt": 8 }, "fee_model_mix": [ { "code": "fee-only", "count": 6 }, { "code": "percentage_of_aum", "count": 19 }, { "code": "hourly", "count": 6 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 7 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 8 } ], "years_registered_distribution": [ { "code": "under_5", "count": 9 }, { "code": "5_to_9", "count": 6 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 3 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 2 }, { "code": "25m_100m", "count": 2 }, { "code": "100m_500m", "count": 6 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 157700, "name": "Alliance Partners LLC", "name_as_filed": "ALLIANCE PARTNERS LLC", "url": "https://advisorcensus.com/firm/alliance-partners-llc-chevy-chase-md-157700", "city": "Chevy Chase", "state": "MD", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 160668, "name": "Artemis Real Estate Partners", "name_as_filed": "ARTEMIS REAL ESTATE PARTNERS", "url": "https://advisorcensus.com/firm/artemis-real-estate-partners-chevy-chase-md-160668", "city": "Chevy Chase", "state": "MD", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315485, "name": "Augment Infrastructure Managers Advisory LLC", "name_as_filed": "AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC", "url": "https://advisorcensus.com/firm/augment-infrastructure-managers-advisory-llc-chevy-chase-md-315485", "city": "Chevy Chase", "state": "MD", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173536, "name": "Barrack Yard Advisors, LLC", "name_as_filed": "BARRACK YARD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/barrack-yard-advisors-llc-chevy-chase-md-173536", "city": "Chevy Chase", "state": "MD", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163466, "name": "Blauvelt Capital Advisors LLC", "name_as_filed": "BLAUVELT CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/blauvelt-capital-advisors-llc-chevy-chase-md-163466", "city": "Chevy Chase", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341222, "name": "Capital Financial Planners LLC", "name_as_filed": "CAPITAL FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222", "city": "Chevy Chase", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104570, "name": "Carderock Capital Management, Inc.", "name_as_filed": "CARDEROCK CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570", "city": "Chevy Chase", "state": "MD", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332085, "name": "Caro Investors", "name_as_filed": "CARO INVESTORS", "url": "https://advisorcensus.com/firm/caro-investors-chevy-chase-md-332085", "city": "Chevy Chase", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162954, "name": "Communication Capital Partners, LLC", "name_as_filed": "COMMUNICATION CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/communication-capital-partners-llc-chevy-chase-md-162954", "city": "Chevy Chase", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166422, "name": "Enlightenment Capital", "name_as_filed": "ENLIGHTENMENT CAPITAL", "url": "https://advisorcensus.com/firm/enlightenment-capital-chevy-chase-md-166422", "city": "Chevy Chase", "state": "MD", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161468, "name": "FCP", "name_as_filed": "FCP", "url": "https://advisorcensus.com/firm/fcp-chevy-chase-md-161468", "city": "Chevy Chase", "state": "MD", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309979, "name": "Harmonic Growth Partners, LLC", "name_as_filed": "HARMONIC GROWTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/harmonic-growth-partners-llc-chevy-chase-md-309979", "city": "Chevy Chase", "state": "MD", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312268, "name": "HZ Investments Inc.", "name_as_filed": "HZ INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/hz-investments-inc-chevy-chase-md-312268", "city": "Chevy Chase", "state": "MD", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104614, "name": "Intervest Ltd", "name_as_filed": "INTERVEST LTD", "url": "https://advisorcensus.com/firm/intervest-ltd-chevy-chase-md-104614", "city": "Chevy Chase", "state": "MD", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153244, "name": "Ithaka Financial Planning, LLC", "name_as_filed": "ITHAKA FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/ithaka-financial-planning-llc-chevy-chase-md-153244", "city": "Chevy Chase", "state": "MD", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175291, "name": "Jasper Capital Management, L.P.", "name_as_filed": "JASPER CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/jasper-capital-management-l-p-chevy-chase-md-175291", "city": "Chevy Chase", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144453, "name": "Kinetic Ventures, L.L.C.", "name_as_filed": "KINETIC VENTURES, L.L.C.", "url": "https://advisorcensus.com/firm/kinetic-ventures-l-l-c-chevy-chase-md-144453", "city": "Chevy Chase", "state": "MD", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282550, "name": "Lifeforce Capital Management, LLC", "name_as_filed": "LIFEFORCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lifeforce-capital-management-llc-chevy-chase-md-282550", "city": "Chevy Chase", "state": "MD", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122478, "name": "New Century Advisors, LLC", "name_as_filed": "NEW CENTURY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-century-advisors-llc-chevy-chase-md-122478", "city": "Chevy Chase", "state": "MD", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 127635, "name": "Peakstone Financial Advisors", "name_as_filed": "PEAKSTONE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/peakstone-financial-advisors-chevy-chase-md-127635", "city": "Chevy Chase", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 331381, "name": "Personal Financial Partners", "name_as_filed": "PERSONAL FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/personal-financial-partners-chevy-chase-md-331381", "city": "Chevy Chase", "state": "MD", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336417, "name": "Tritonpoint Capital, LLC", "name_as_filed": "TRITONPOINT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tritonpoint-capital-llc-chevy-chase-md-336417", "city": "Chevy Chase", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333259, "name": "Tritonpoint Partners, LLC", "name_as_filed": "TRITONPOINT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tritonpoint-partners-llc-chevy-chase-md-333259", "city": "Chevy Chase", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328398, "name": "Tritonpoint Wealth, LLC", "name_as_filed": "TRITONPOINT WEALTH, LLC", "url": "https://advisorcensus.com/firm/tritonpoint-wealth-llc-chevy-chase-md-328398", "city": "Chevy Chase", "state": "MD", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305728, "name": "Veda Investment Group, LLC", "name_as_filed": "VEDA INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/veda-investment-group-llc-chevy-chase-md-305728", "city": "Chevy Chase", "state": "MD", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 46213, "name": "Washington Securities Corporation", "name_as_filed": "WASHINGTON SECURITIES CORPORATION", "url": "https://advisorcensus.com/firm/washington-securities-corporation-chevy-chase-md-46213", "city": "Chevy Chase", "state": "MD", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158066, "name": "West Creek Capital", "name_as_filed": "WEST CREEK CAPITAL", "url": "https://advisorcensus.com/firm/west-creek-capital-chevy-chase-md-158066", "city": "Chevy Chase", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/dc", "label": "Financial advisors in District of Columbia" }, "metro": { "path": "/advisors/dc/washington", "label": "Financial advisors in Washington, DC" }, "city_pages": [ { "path": "/advisors/dc/washington/bethesda", "label": "Financial advisors in Bethesda, MD", "firm_count": 82 }, { "path": "/advisors/dc/washington/arlington", "label": "Financial advisors in Arlington, VA", "firm_count": 63 }, { "path": "/advisors/dc/washington/mclean", "label": "Financial advisors in McLean, VA", "firm_count": 55 }, { "path": "/advisors/dc/washington/alexandria", "label": "Financial advisors in Alexandria, VA", "firm_count": 43 }, { "path": "/advisors/dc/washington/reston", "label": "Financial advisors in Reston, VA", "firm_count": 36 }, { "path": "/advisors/dc/washington/rockville", "label": "Financial advisors in Rockville, MD", "firm_count": 32 }, { "path": "/advisors/dc/washington/vienna", "label": "Financial advisors in Vienna, VA", "firm_count": 21 }, { "path": "/advisors/dc/washington/fairfax", "label": "Financial advisors in Fairfax, VA", "firm_count": 20 }, { "path": "/advisors/dc/washington/ashburn", "label": "Financial advisors in Ashburn, VA", "firm_count": 15 }, { "path": "/advisors/dc/washington/frederick", "label": "Financial advisors in Frederick, MD", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/dc/washington/fee-only", "label": "Fee-only financial advisors in Washington, DC", "firm_count": 192 }, { "path": "/advisors/dc/washington/flat-fee", "label": "Flat-fee financial advisors in Washington, DC", "firm_count": 282 }, { "path": "/advisors/dc/washington/hourly", "label": "Hourly financial advisors in Washington, DC", "firm_count": 230 } ], "niche_pages": [ { "path": "/advisors/dc/washington/divorce", "firm_count": 1, "label": "Financial advisors for divorce in Washington, DC" }, { "path": "/advisors/dc/washington/federal-employees", "firm_count": 2, "label": "Financial advisors for federal employees in Washington, DC" }, { "path": "/advisors/dc/washington/immigrants-and-cross-border-families", "firm_count": 1, "label": "Financial advisors for immigrants and cross-border families in Washington, DC" }, { "path": "/advisors/dc/washington/sustainable-and-impact-investing", "firm_count": 1, "label": "Financial advisors for sustainable and impact investing in Washington, DC" }, { "path": "/advisors/dc/washington/young-professionals", "firm_count": 1, "label": "Financial advisors for young professionals in Washington, DC" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }