Rialytix insights
Top RIA Firms in Chevy Chase, Maryland
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Chevy Chase, Maryland. This hub covers 16 matching firms with $28.3B in total reported AUM and median AUM of $464.3M.
Firms
16
Matching current profiles
Total AUM
$28.3B
Reported regulatory AUM
Median AUM
$464.3M
Across firms with AUM
Largest firm
$11.4B
Artemis Real Estate Partners
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Artemis Real Estate Partners CRD 160668 · Limited Liability Company | CHEVY CHASE, MD | $11.4B Mar 2026 | +$2.2B+23.8% | +$3.7B+47.6% | +$6.7B+143.9% | +$10.7B+1442.3% | +15 employees+30.6% over 3Y | +8 accounts+34.8% over 3Y |
| 2. New Century Advisors, LLC CRD 122478 · Limited Liability Company | CHEVY CHASE, MD | $4.3B Mar 2026 | +$356.7M+9.0% | +$1.1B+33.1% | +$2.0B+87.2% | +$3.0B+224.4% | +4 employees+28.6% over 3Y | +13 accounts+44.8% over 3Y |
| 3. Fcp CRD 161468 · Limited Liability Company | CHEVY CHASE, MD | $3.5B May 2026 | -$323.8M-8.5% | -$60.4M-1.7% | +$2.1B+157.1% | +$2.0B+129.2% | -9 employees-10.7% over 3Y | +1 accounts+8.3% over 3Y |
| 4. Enlightenment Capital CRD 166422 · Limited Liability Company | CHEVY CHASE, MD | $2.1B Apr 2026 | -$219.4M-9.4% | +$907.5M+75.0% | +$1.4B+209.3% | +$1.9B+822.1% | +6 employees+50.0% over 3Y | -1 accounts-5.9% over 3Y |
| 5. Alliance Partners LLC CRD 157700 · Limited Liability Company | CHEVY CHASE, MD | $1.9B Mar 2026 | -$305.5M-13.6% | -$154.0M-7.3% | +$685.2M+54.5% | +$1.9B+4589.0% | -34 employees-61.8% over 3Y | -64 accounts-37.4% over 3Y |
| 6. Tritonpoint Wealth, LLC CRD 328398 · Limited Liability Company | CHEVY CHASE, MD | $1.5B Mar 2026 | +$6.7M+0.4% | — | — | +$220.7M+16.6% | 0 employees+0.0% over 1Y | +637 accounts+43.2% over 1Y |
| 7. Carderock Capital Management, INC. CRD 104570 · Corporation | CHEVY CHASE, MD | $677.0M Feb 2026 | +$83.4M+14.0% | -$10.6M-1.5% | +$176.9M+35.4% | +$380.9M+128.6% | -1 employees-20.0% over 3Y | -5 accounts-1.0% over 3Y |
| 8. Hz Investments INC. CRD 312268 · Corporation | CHEVY CHASE, MD | $591.4M Feb 2026 | +$94.9M+19.1% | +$122.4M+26.1% | — | — | 0 employees+0.0% over 3Y | +85 accounts+242.9% over 3Y |
| 9. Augment Infrastructure Managers Advisory LLC CRD 315485 · Limited Liability Company | CHEVY CHASE, MD | $337.1M Mar 2026 | +$50.1M+17.5% | +$29.1M+9.5% | — | +$185.6M+122.5% | +1 employees+11.1% over 3Y | 0 accounts+0.0% over 3Y |
| 10. Caro Investors CRD 332085 · Limited Liability Company | CHEVY CHASE, MD | $316.7M Mar 2026 | — | — | — | — | +4 employees+200.0% over 1Y | — |
| 11. Burkholder & Associates, LLC CRD 313338 · Limited Liability Company | CHEVY CHASE, MD | $287.4M Feb 2026 | +$100.9M+54.1% | +$145.2M+102.2% | — | — | -1 employees-20.0% over 3Y | +18 accounts+4.7% over 3Y |
| 12. Tritonpoint Partners, LLC CRD 333259 · Limited Liability Company | CHEVY CHASE, MD | $286.5M May 2026 | +$176.1M+159.6% | — | — | +$177.6M+163.1% | +2 employees+50.0% over 1Y | +553 accounts+228.5% over 1Y |
| 13. Thinagee Investments INC. CRD 165054 · Corporation | CHEVY CHASE, MD | $265.4M Mar 2026 | — | — | — | +$55.4M+26.4% | 0 employees+0.0% over Total | +23 accounts+13.9% over Total |
| 14. Plotkin Financial Advisors, LLC CRD 127635 · Limited Liability Company | CHEVY CHASE, MD | $255.9M Mar 2026 | +$34.0M+15.3% | +$49.3M+23.9% | +$120.7M+89.3% | +$219.5M+602.9% | -1 employees-20.0% over 3Y | -90 accounts-11.3% over 3Y |
| 15. Tritonpoint Capital, LLC CRD 336417 · Limited Liability Company | CHEVY CHASE, MD | $250.2M Mar 2026 | — | — | — | — | +2 employees+200.0% over Total | — |
| 16. Intervest LTD CRD 104614 · Corporation | CHEVY CHASE, MD | $247.0M Mar 2026 | +$37.5M+17.9% | +$99.2M+67.1% | +$82.2M+49.9% | +$123.3M+99.8% | 0 employees+0.0% over 3Y | +21 accounts+6.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.