Firms by city
Registered investment advisers in Frederick, MD
4 SEC-registered advisers headquartered in Frederick, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Frederick Financial Consultants | Frederick, MD | $551M |
| Turning Point Benefit Group | Frederick, MD | $339M |
| Bestgate Wealth Advisors | Frederick, MD | $162M |
| Moore Wealth | Frederick, MD | $157M |
- Headquarters
- Frederick, MD
- Regulatory AUM
- $551M
- Headquarters
- Frederick, MD
- Regulatory AUM
- $339M
- Headquarters
- Frederick, MD
- Regulatory AUM
- $162M
- Headquarters
- Frederick, MD
- Regulatory AUM
- $157M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Frederick on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Maryland.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.