Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2023
Chevy Chase Trust is proud to announce its ranking on Barron’s 2023 list of the Top 100 RIA firms. This is a testament to the hard work and dedication of our experienced and diverse team of more than 100 professionals focused on global thematic investing and planning. Based on data for the 12-month period ending on June 30, 2023 and awarded on September 18, 2023.
View Barron’s rankings here.
According to Barron’s, participation in the Top 100 RIA Firm Ranking is by invitation from Barron’s only. Firms submit answers to Barron’s questionnaire and Barron’s is responsible for the selecting the ranked firms. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking is not indicative of the CCTC’s past or future performance. Neither CCTC nor its executives pay a fee to Barron’s in exchange for the ranking. CCTC is not affiliated with and does not endorse Barron’s and makes no representations concerning the factors used in compiling the list.
Unless otherwise noted, the information contained herein has been compiled as of the date noted above, and there is no obligation to update the information. The delivery of this material will under no circumstances create any implication that the information herein has been updated or corrected as of any time subsequent to the date of publication or, as the case may be, the date as of which such information is stated.
In 2019, 2020, 2021, 2022 and 2023 CCTC paid Barron’s a fee after the publication of the rankings to be listed in the Barron’s RIA Firm Directory.