Top 4 financial advisor firms in Frederick

4 SEC-registered financial advisor firms are headquartered in Frederick, MD, with $1.21B in combined regulatory assets under management. The largest by assets are Frederick Financial Consultants ($551M), Turning Point Benefit Group ($339M) and Bestgate Wealth Advisors ($162M).

4
Financial advisor firms: $1.21B
Their combined AUM: $251M
Median firm AUM: 1,938
Clients of the top 4

The 4 largest by assets

1
Frederick Financial Consultants
RIA
$551M
Regulatory AUM
2
Turning Point Benefit Group
RIA
$339M
Regulatory AUM
3
Bestgate Wealth Advisors
RIA
$162M
0.40% to 1.25% a year
4
Moore Wealth
RIA
$157M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Frederick Financial Consultants

Frederick Financial Consultants is an investment adviser based in Frederick, MD, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $551 million, as filed on 19 March 2026.

Regulatory AUM: $551M
Clients: 822
Advisory staff: 6
Custodians: Charles Schwab, Fidelity
Headquarters: 7101 Guilford Drive,, Suite 104, Frederick, MD 21704
Phone: 301-228-9300
Website: vcpwealth.com

No. 2 · RIA

Turning Point Benefit Group

Turning Point Benefit Group is an investment adviser based in Frederick, MD, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $339 million, as filed on 1 July 2026.

Regulatory AUM: $339M
Clients: 794
Advisory staff: 15
Custodians: SEI Private Trust / SEI Investments Distribution, Charles Schwab
Headquarters: 153 W Patrick Street, Frederick, MD 21701
Phone: 301-846-9336
Website: tpfinancial.com

No. 3 · RIA

Bestgate Wealth Advisors

Bestgate Wealth Advisors is an investment adviser based in Frederick, MD, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $162 million, as filed on 11 February 2026.

Bestgate Wealth Advisors charges 0.40%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $162M
Clients: 118
Advisory staff: 3
Fee schedule: 0.40% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 5100 Buckeystown Pike, Ste 290, Frederick, MD 21704
Phone: 301-662-7220
Website: bestgatewealth.com

No. 4 · RIA

Moore Wealth

Moore Wealth is an investment adviser based in Frederick, MD, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $157 million, as filed on 3 August 2026.

Regulatory AUM: $157M
Clients: 204
Advisory staff: 5
Custodians: Fidelity
Headquarters: 50 Carroll Creek Way, Suite 335, Frederick, MD 21701
Phone: 301-631-1207
Website: moorewealthinc.com

Questions about financial advisors in Frederick

How many financial advisor firms are headquartered in Frederick?

4 SEC-registered financial advisor firms report their principal office in Frederick, MD, managing $1.21B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Frederick?

Frederick Financial Consultants, with $551M in regulatory assets under management on its latest Form ADV. The next largest are Turning Point Benefit Group ($339M) and Bestgate Wealth Advisors ($162M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Frederick?

The median firm manages $251M in regulatory assets. That is the midpoint of the 4 firms headquartered in Frederick.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Frederick?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Frederick has 4 financial advisor firms; see every adviser in the city →