Chevy Chase Trust Ranks 10th on Forbes List of Top RIA Firms in 2024
As of October 8, 2024, Forbes has ranked Chevy Chase Trust 10th on the 2024 Forbes/SHOOK list of America’s Top RIA Firms. After receiving more than 46,000 nominations, Forbes/SHOOK considered both qualitative and quantitative factors when conducting their research. By looking at compliance records, assets under management, revenue trends, best practices and top-notch client service, the list was narrowed down to 250 firms.
We are pleased to be on this list and stand behind our commitment to placing clients— and client success— over everything else.
See the complete Forbes list here.
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded October 8, 2024 for data as of March 31, 2024. Chevy Chase Trust paid no application fee to participate.
