Investment adviser firms in FREDERICK, Maryland
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
6 firms · Source months shown: August 2026
- BESTGATE WEALTH ADVISORS, LLCCRD 301639 · FREDERICK, MD$162,404,904.00Regulatory AUM · August 2026
- FREDERICK FINANCIAL CONSULTANTS, LLCCRD 314290 · FREDERICK, MD$551,065,850.00Regulatory AUM · August 2026
- MOORE WEALTH LLCCRD 323374 · FREDERICK, MD$156,908,298.00Regulatory AUM · August 2026
- POTOMAC ASSET MANAGEMENT CO INCCRD 105730 · FREDERICK, MD$114,264,799.00Regulatory AUM · August 2026
- TURNING POINT BENEFIT GROUP, INC.CRD 301282 · FREDERICK, MD$339,382,378.00Regulatory AUM · August 2026
- WEALTHPLANS, LLCCRD 311560 · FREDERICK, MD$219,586,872.00Regulatory AUM · August 2026