AdFi
IL

IVY LEAGUE FINANCIAL ADVISORS LLC

SEC Registered

Welcome to the Ivy League Difference

ROCKVILLE, MDhttps://ivyfa.com301-258-1300
Assets Under Management
$100M–$500M
Year Founded
1999
Employees
4
Office Locations
1 office
Total Accounts
345

About the firm

Founded in 1999 by firm President Christopher N. Brown, MBA®, CFP®, AIF®, Ivy League Financial Advisors LLC is a Truly Comprehensive, Strictly Fee-Only, & Always a Fiduciary financial planning and investment advisory firm that has been consistently rated among the top financial advisors in the Washington, DC metro area. From its office in Rockville, MD, the firm provides a Higher Standard of Financial Advice© through a wide range of wealth management services. Ivy League Financial Advisors is compensated solely by its clients and does not receive commissions based on the sale of any investment or insurance product.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Areas of expertise

Fee-onlyFiduciaryComprehensive Financial PlanningRetirement PlanningInvestment ManagementBusiness PlanningEstate PlanningFinancial EducationWealth ManagementIndependent AdvisorNAPFA Member

Services

Comprehensive Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning, and Financial Education.

Who they serve

Retirees, Pre-Retirees, Corporate Executives, Attorneys, Physicians, Small Business Owners, and Young Professionals and Families in Washington DC, Maryland, and Virginia.

Client segmentClientsAssets managed
Individuals (Non-HNW)38$14M
High Net Worth Individuals64$171M
Charitable Organizations1$4.2M

0 total clients reported on Form ADV.

Leadership

Christopher Neal Brown
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MD
ROCKVILLEHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#119145
SEC Number
801-66562
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IVY LEAGUE FINANCIAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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