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Financial advisors in Frederick, MD

Looking for a financial advisor in Frederick, MD? We list 220 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

220Advisors with offices here
14Median years of experience
0%At fee-only firms
47Firms represented

Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (32), Morgan Stanley (28), LPL Financial LLC (13).

Nearby: Walkersville, Braddock Heights, New Market, Middletown, Jefferson, Ijamsville, Woodsboro, Adamstown.

Filter and map these advisors

Stifel, Nicolaus &
43yrs
Thomas McCrae Lane
Financial advisor
Creekside Plaza 50 Citizen's Way Suite 200
Frederick, MD 21701
Top advisor by experience in Frederick
Fiduciary
Call Directions
Morgan Stanley
43yrs
James Michael Cholet
Financial advisor
30 West Patrick Street Suite 700
Frederick, MD 21701
Top 1% by experience in Frederick
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
43yrs
Tj Atkinson
Financial advisor
30 W Patrick St
Frederick, MD 21701
Top 1% by experience in Frederick
Fiduciary
Call Directions
Stifel, Nicolaus &
42yrs
William Walton Hendry
Financial advisor
Creekside Plaza 50 Citizen's Way Suite 200
Frederick, MD 21701
Top 2% by experience in Frederick
Fiduciary
Call Directions
Osaic Wealth
40yrs
Lee Reuel Kramer
Financial advisor
9099 Ridgefield Drive Suite 101
Frederick, MD 21701
Top 3% by experience in Frederick
CFP®Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
40yrs
Edith Elizabeth Wennick
Financial advisor
30 W Patrick St
Frederick, MD 21701
Top 3% by experience in Frederick
InvestingRetirement plans
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Morgan Stanley
40yrs
Regis Francis Larkin
Financial advisor
30 West Patrick Street Suite 700
Frederick, MD 21701
Top 3% by experience in Frederick
Fiduciary
Call Directions
Cambridge Investment Research Advisors
40yrs
Paul Andrew Hynes
Financial advisor
3532 Urbana Pike Suite E
Frederick, MD 21704
Top 4% by experience in Frederick
CFP®
Call Directions
Capitol Securities Management
39yrs
Herbert Thomas Wolf III
Financial advisor
129 West Patrick St., Suite. 6
Frederick, MD 21701
Top 5% by experience in Frederick
Fiduciary
Call Directions
RBC Capital Markets
39yrs
Kenneth Henry Root
Financial advisor
150 South East Street Suite 300
Frederick, MD 21701
Top 5% by experience in Frederick
Fiduciary
Call Directions
Turning Point Financial
38yrs
Thomas Joseph Pignone
Financial advisor
153 W Patrick Street
Frederick, MD 21701
Top advisor by experience at Turning Point Financial
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
37yrs
Christopher Riley Hoult
Financial advisor
30 W Patrick St
Frederick, MD 21701
Top 6% by experience in Frederick
Fiduciary
Call Directions
LPL Financial
37yrs
Jeffrey James Wheeler
Financial advisor
5100 Buckeystown Pike #250
Frederick, MD 21704
Top 6% by experience in Frederick
CFP®Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
37yrs
William Forest Orr
Financial advisor
30 W Patrick St
Frederick, MD 21701
Top 6% by experience in Maryland
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
35yrs
Timothy Galen Mellott
Financial advisor
30 W Patrick St
Frederick, MD 21701
Top 8% by experience in Frederick
Fiduciary
Call Directions
Stifel, Nicolaus &
35yrs
Michael Lewis Clabaugh
Financial advisor
Creekside Plaza 50 Citizen's Way Suite 200
Frederick, MD 21701
Top 8% by experience in Maryland
Fiduciary
Call Directions
Stifel, Nicolaus &
34yrs
Robert Joseph Buttarazzi
Financial advisor
Creekside Plaza 50 Citizen's Way Suite 200
Frederick, MD 21701
Top 9% by experience in Frederick
Fiduciary
Call Directions
Founders Financial Securities
33yrs
John Francis Dallavalle
Financial advisor
7360 Guilford Drive Suite 200a
Frederick, MD 21704
Top 10% by experience in Frederick
ChFCFiduciary
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LPL Financial
33yrs
Tracy Steven Bush
Financial advisor
149 W. Patrick St
Frederick, MD 21701
Top 10% by experience in Frederick
Fiduciary
Call Directions
Edward Jones
32yrs
Jenifer L Sutton
Financial advisor
119 W Patrick St
Frederick, MD 21701
Top 4% by experience at Edward Jones
Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read