We’re proud to share that Chevy Chase Trust has been named to CNBC’s 2025 Financial Advisor 100 list.

CNBC’s Financial Advisor 100 list recognizes the best financial advisors and firms that help clients successfully navigate their financial lives. It is based on data analysis and editorial review, evaluating factors such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.

This recognition reflects our continued commitment to delivering thoughtful and client-centered service. We are grateful to our clients for their trust and partnership.

Learn more about us and how we can help you navigate your financial life: Chevy Chase Trust | Wealth Management & Retirement

Awarded on October 1, 2025, for data as of June 30, 2025. Chevy Chase Trust paid no application fee to participate.

Click here to read more about this year’s CNBC’s Financial Advisor 100 rankings.

Important Disclosures