Chevy Chase Trust Company, based in Bethesda, MD, is ranked No. 89 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $37.3B+
Years in Business: 22
Accounts Under Management: 4,408
Previous appearances on FA 100 List: 0
Jeff Whitaker, President & Chief Executive Officer
Amy Raskin, Chief Investment Officer
7501 Wisconsin Avenue, 1500W, Bethesda, MD 20814