Top 7 financial advisor firms in Chevy Chase

7 SEC-registered financial advisor firms are headquartered in Chevy Chase, MD, with $3.86B in combined regulatory assets under management. The largest by assets are TritonPoint Wealth ($1.55B), Carderock Capital Management ($677M) and HZ Investments ($591M).

7
Financial advisor firms: $3.86B
Their combined AUM: $286M
Median firm AUM: 1,433
Clients of the top 7

The 7 largest by assets

1
TritonPoint Wealth
RIA
$1.55B
0.25% to 1.50% a year
2
Carderock Capital Management
RIA
$677M
0.70% to 1.00% a year
3
HZ Investments
RIA
$591M
1.00% to 1.00% a year
4
TritonPoint Partners
RIA
$286M
Up to 1.50% a year
5
Plotkin Financial Advisors
RIA
$256M
1.00% to 1.10% a year
6
TritonPoint Capital
RIA
$250M
Regulatory AUM
7
InterVest
RIA
$247M
0.25% to 1.00% a year

Profiles of the top 7

No. 1 · RIA

TritonPoint Wealth

TritonPoint Wealth is an investment adviser based in Chevy Chase, MD, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.55 billion, as filed on 27 August 2026.

TritonPoint Wealth charges 0.25%–1.50% a year for its Wealth Management Fees.

Regulatory AUM: $1.55B
Clients: 347
Advisory staff: 6
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815
Phone: 301-799-9001
Website: tritonpointwealth.com

No. 2 · RIA

Carderock Capital Management

Carderock Capital Management is an investment adviser based in Chevy Chase, MD, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $677 million, as filed on 3 February 2026.

Carderock Capital Management charges 0.70%–1.00% a year for its Direct Managed Account Services.

Regulatory AUM: $677M
Clients: 221
Advisory staff: 4
Founded: 1986
Fee schedule: 0.70% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab, U.S. Bank
Headquarters: 2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815-7020
Phone: 301-951-5288
Website: carderockcapital.com

No. 3 · RIA

HZ Investments

HZ Investments is an investment adviser based in Chevy Chase, MD, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $591 million, as filed on 24 February 2026.

HZ Investments charges 1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $591M
Clients: 21
Advisory staff: 1
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab, Wilmington Trust Investment Management
Headquarters: 5610 Wisconsin Ave #108, Chevy Chase, MD 20815
Phone: 301-922-7631

No. 4 · RIA

TritonPoint Partners

TritonPoint Partners is an investment adviser based in Chevy Chase, MD, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $286 million, as filed on 27 May 2026.

TritonPoint Partners charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $286M
Clients: 74
Advisory staff: 3
Founded: 2024
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815
Phone: 301-799-9001
Website: tritonpointpartners.com

No. 5 · RIA

Plotkin Financial Advisors

Plotkin Financial Advisors is an investment adviser based in Chevy Chase, MD, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $256 million, as filed on 27 March 2026.

Plotkin Financial Advisors charges 1.00%–1.10% a year for its Portfolio Management Services.

Regulatory AUM: $256M
Clients: 319
Advisory staff: 3
Founded: 2003
Fee schedule: 1.00% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 8401 Connecticut Avenue, Suite 401, Chevy Chase, MD 20815-5833
Phone: 301-907-9790
Website: pfallc.com

No. 6 · RIA

TritonPoint Capital

TritonPoint Capital is an investment adviser based in Chevy Chase, MD, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $250 million, as filed on 31 August 2026.

Regulatory AUM: $250M
Clients: 276
Advisory staff: 1
Founded: 2025
Custodians: Charles Schwab, Fidelity
Headquarters: 5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815
Phone: 301-799-9001
Website: tritonpointcapital.com

No. 7 · RIA

InterVest

InterVest is an investment adviser based in Chevy Chase, MD, registered with the SEC since 1986. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $247 million, as filed on 31 March 2026.

InterVest charges 0.25%–1.00% a year for its Compensation Based on Assets Under Management.

Regulatory AUM: $247M
Clients: 175
Advisory staff: 2
Founded: 1982
Fee schedule: 0.25% to 1.00% a year
Custodians: SEI Investments Distribution
Headquarters: 2 Wisconsin Circle, Suite 910, Chevy Chase, MD 20815-7040
Phone: 301-951-4455
Website: intervestltd.com

Questions about financial advisors in Chevy Chase

How many financial advisor firms are headquartered in Chevy Chase?

7 SEC-registered financial advisor firms report their principal office in Chevy Chase, MD, managing $3.86B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Chevy Chase?

TritonPoint Wealth, with $1.55B in regulatory assets under management on its latest Form ADV. The next largest are Carderock Capital Management ($677M) and HZ Investments ($591M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Chevy Chase?

The median firm manages $286M in regulatory assets. That is the midpoint of the 7 firms headquartered in Chevy Chase.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Chevy Chase charge?

Of the 7 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Chevy Chase?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Chevy Chase has 7 financial advisor firms; see every adviser in the city →