City
Wealth management firms in Frederick, Maryland
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Frederick, Maryland reported $1.5 billion in regulatory assets under management; the largest by assets was Veridian Capital Partners, with $551.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $122.0 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Veridian Capital Partners | SEC | $551.1 million | 822 |
| 2 | Turning Point Financial | SEC | $339.4 million | 1,804 |
| 3 | Bestgate Wealth Advisors, LLC | SEC | $162.4 million | 118 |
| 4 | Moore Wealth | SEC | $156.9 million | 563 |
| 5 | Red Sky Capital Management | State | $91.5 million | 281 |
| 6 | Northpeak Financial, Inc. | State | $66.8 million | 329 |
| 7 | Monocacy Wealth Management, LLC | State | $43.5 million | 209 |
| 8 | Wealth Management Institute Ltd. | State | $33.4 million | 148 |
| 9 | Cadence Planning, LLC | State | $12.0 million | 34 |
| 10 | Priority Financial Advisors, LLC | State | $7.0 million | 153 |
| 11 | Catharine Fairley Planning Group LLC | State | $0 | 0 |
| 12 | John Funderburk, LLC | State | $0 | 0 |
Wealth management firms in Maryland, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.