Falists

Maryland · 12 advisers

Financial Advisors in Frederick, Maryland

Looking for a financial advisor in Frederick, Maryland? Falists indexes 12 SEC-registered and state-registered investment advisers in Frederick — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $551.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

8

Largest AUM

$551.1M

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning11Trusts9Retirement4Institutional5

Top advisors in Frederick

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

WEALTHPLANS, LLC

Frederick, MD

AUM

$219.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

301-695-2800

Full profileNo website

CADENCE PLANNING, LLC

Frederick, MD

AUM

$12.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

301-371-5104

Full profileNo website

More cities in Maryland

Bethesda (78)Baltimore (55)Rockville (30)Annapolis (28)Chevy Chase (28)Hunt Valley (25)Towson (25)Columbia (16)Timonium (11)Gaithersburg (9)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Frederick, Maryland?
12 registered investment advisers are listed in our Frederick directory, sourced from public SEC filings.
What types of advisors are in Frederick?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Frederick?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.