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.

Methodology

Important Disclosures

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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.

Other firms that are not included in Barron’s Top 100 RIA Firm Ranking have different assets under management/revenue than the firms included in Barron’s Top 100 RIA Ranking. If Barron’s were to use different methodologies or include all relevant firms, the results may be materially different. There may be other rankings or statistics where CCT would rank higher or lower than as described herein. The firms included in Barron’s Top 100 RIA Firm Ranking have materially different investment strategies, terms, and risk and reward profiles as compared to CCTC. As a result, prospective investors should not place undue reliance on the Barron’s Top 100 RIA Firm Ranking and the Barron’s Top 100 RIA Firm Ranking should not be used as a basis for any investment decision. The Barron’s Top 100 RIA Firm Ranking is provided for illustrative and general comparison purposes only and does not include all information applicable to an investment in any CCTC product or account. As a result, the information contained in the Barron’s Top 100 RIA Firm Ranking is incomplete. There can be no assurance that CCT will achieve comparable ranking in the future. This material does not constitute or form part of an offer to issue or sell, or of a solicitation of an offer to subscribe or buy, any securities or other financial instruments, nor does it constitute a financial promotion, investment advice or an inducement or incitement to participate in any produce, offering or investment. Any offer to purchase or buy securities or other financial instruments will only be made pursuant to definitive offering documentation, which will be furnished to qualified investors on a confidential basis at their request for their consideration in connection with any such offering. Any investment decision should be based on the information contained in such definitive offering documentation and not based on the ranking discussed herein.

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.