We are proud to announce that Chevy Chase Trust has been ranked on the Forbes 2025 list of America’s Top RIA Firms.

This recognition reflects our continued commitment to putting clients and their success first.

The Forbes ranking, developed by SHOOK Research, considers both qualitative and quantitative factors, including due diligence interviews, assets under management, compliance records, and best practices.

We are grateful to our clients for their continued trust and to our team for their dedication.

Important Disclosures

Awarded October 1, 2025, based on data as of March 31, 2025. Chevy Chase Trust paid no application fee to participate.