Financial advisers in Frederick, MD
6 registered investment adviser firms in Frederick managing $1.5B in assets, based on public SEC Form ADV filings.
Veridian Capital Partners
Frederick, MD · Est. 2021
Local
- AUM
- $551M
- Per adviser
- $92M
- Advisers
- 6
No reported disclosures
Turning Point Financial
Frederick, MD · Est. 2019
Local
- AUM
- $339M
- Per adviser
- $23M
- Advisers
- 15
No reported disclosures
Wealthplans, LLC
Frederick, MD · Est. 2020
Local
- AUM
- $220M
- Per adviser
- $220M
- Advisers
- 1
No reported disclosures
Bestgate Wealth Advisors, LLC
Frederick, MD · Est. 2025
Local
- AUM
- $162M
- Per adviser
- $54M
- Advisers
- 3
No reported disclosures
Moore Wealth
Frederick, MD · Est. 2023
Local
- AUM
- $157M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Potomac Asset Management Co INC
Frederick, MD · Est. 1981
Local
- AUM
- $114M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures