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Largest RIA Firms in Frederick, Maryland by AUM

Explore registered investment advisers headquartered in Frederick, Maryland, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $1.5B in total reported AUM and median AUM of $191.0M.

Firms

Matching current profiles

Total AUM

$1.5B

Reported regulatory AUM

Median AUM

$191.0M

Across firms with AUM

Largest firm

$551.1M

Veridian Capital Partners

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Veridian Capital Partners CRD 314290 · Limited Liability Company	FREDERICK, MD	$551.1M Mar 2026	+$80.0M+17.0%	+$203.0M+58.3%	—	—	+2 employees+40.0% over 3Y	-1,076 accounts-56.7% over 3Y
2. Turning Point Financial CRD 301282 · Corporation	FREDERICK, MD	$339.4M Jul 2026	-$43.8M-11.4%	+$101.2M+42.5%	+$153.1M+82.2%	—	+7 employees+43.8% over 3Y	+153 accounts+9.3% over 3Y
3. Wealthplans, LLC CRD 311560 · Limited Liability Company	FREDERICK, MD	$219.6M Mar 2026	+$63.6M+40.7%	+$72.9M+49.7%	+$114.2M+108.3%	—	0 employees+0.0% over 3Y	-266 accounts-59.8% over 3Y
4. Bestgate Wealth Advisors, LLC CRD 301639 · Limited Liability Company	FREDERICK, MD	$162.4M Feb 2026	—	—	—	+$33.2M+25.7%	+1 employees+12.5% over Total	+9 accounts+8.3% over Total
5. Moore Wealth CRD 323374 · Limited Liability Company	FREDERICK, MD	$156.9M Aug 2026	+$12.5M+8.6%	+$28.3M+22.0%	—	+$28.3M+22.0%	-1 employees-14.3% over 3Y	+86 accounts+18.0% over 3Y
6. Potomac Asset Management CO INC CRD 105730 · —	FREDERICK, MD	$114.3M Sep 2017	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.