Bethesda Financial Wealth Manager Ranks Top 5 Nationally
The company behind the former Chevy Chase Bank is also behind another financial institution which ranked high on Financial-Planning.com list of top RIA (registered investment advisors).
B.F. Saul backed Chevy Chase Trust — a financial wealth manager that has over $37 billion under management — ranked number four out of 150 nationally.
Maryland firms also held the majority on the list for the region with Bethesda and Towson firms taking several spots. Only one Virginia firm (73) made the list for a showing in other parts of the Baltimore-Washington area.
Bethesda-based Chevy Chase Trust was started in 1999 and has more than 100 experienced professionals with an average of 17 years of experience.