Registered investment advisers in Maine
33 firms in Maine representing $32.7B in assets under management, sourced from public SEC Form ADV filings.
Cities
H.M. Payson
Portland, ME · Est. 1966
- AUM
- $9.1B
- Per adviser
- $313M
- Advisers
- 29
No reported disclosures
R M Davis INC
Portland, ME · Est. 1978
- AUM
- $8.2B
- Per adviser
- $326M
- Advisers
- 25
No reported disclosures
Greenbacker Capital Management LLC
Portland, ME · Est. 2015
- AUM
- $3.1B
- Per adviser
- $92M
- Advisers
- 34
No reported disclosures
Means Wealth Management
Bangor, ME · Est. 2015
- AUM
- $1.6B
- Per adviser
- $106M
- Advisers
- 15
No reported disclosures
Portland Global Advisors LLC
Portland, ME · Est. 1997
- AUM
- $1.2B
- Per adviser
- $107M
- Advisers
- 11
No reported disclosures
Headinvest
Portland, ME · Est. 2006
- AUM
- $892M
- Per adviser
- $149M
- Advisers
- 6
No reported disclosures
Great Diamond Partners, LLC
Portland, ME · Est. 2019
- AUM
- $804M
- Per adviser
- $115M
- Advisers
- 7
No reported disclosures
Old Port Advisors
Portland, ME · Est. 2001
- AUM
- $783M
- Per adviser
- $78M
- Advisers
- 10
No reported disclosures
Fow Partners, LP
Portland, ME · Est. 2023
- AUM
- $747M
- Per adviser
- $36M
- Advisers
- 21
No reported disclosures
Aries Wealth Management, LLC
Portland, ME · Est. 2015
- AUM
- $659M
- Per adviser
- $220M
- Advisers
- 3
No reported disclosures
Harpswell Capital Advisors, LLC
Yarmouth, ME · Est. 2017
- AUM
- $587M
- Per adviser
- $294M
- Advisers
- 2
No reported disclosures
Bigelow Investment Advisors, LLC
Portland, ME · Est. 2007
- AUM
- $555M
- Per adviser
- $139M
- Advisers
- 4
No reported disclosures
Penobscot Financial Advisors
Portland, ME · Est. 2017
- AUM
- $545M
- Per adviser
- $78M
- Advisers
- 7
No reported disclosures
Coston, Mcisaac & Shea Financial Advisors
Bar Harbor, ME · Est. 2015
- AUM
- $467M
- Per adviser
- $42M
- Advisers
- 11
No reported disclosures
Robinson Smith Wealth Advisors, LLC
South Portland, ME · Est. 2004
- AUM
- $445M
- Per adviser
- $89M
- Advisers
- 5
No reported disclosures
Choice Wealth Advisors LLC
Waterville, ME · Est. 2018
- AUM
- $323M
- Per adviser
- $108M
- Advisers
- 3
No reported disclosures
Birchbrook
Bangor, ME · Est. 1990
- AUM
- $296M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
Rm Financial Services, LLC
Falmouth, ME · Est. 2021
- AUM
- $245M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Abbington Investment Group, LLC
South Portland, ME · Est. 2024
- AUM
- $202M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Clark & Stuart INC
Portland, ME · Est. 2018
- AUM
- $196M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
J.M. Arbour, LLC
Gardiner, ME · Est. 2022
- AUM
- $183M
- Per adviser
- $18M
- Advisers
- 10
No reported disclosures
Richard Brothers, Financial Advisors
South Portland, ME · Est. 2021
- AUM
- $181M
- Per adviser
- $30M
- Advisers
- 6
No reported disclosures
Outfitter Financial
Brunswick, ME · Est. 2018
- AUM
- $158M
- Per adviser
- $158M
- Advisers
- 1
No reported disclosures
Grp Retirement Planning
Farmingdale, ME · Est. 2024
- AUM
- $155M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Maiden Cove Capital
Yarmouth, ME · Est. 2024
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Blue Point Financial, INC.
Scarborough, ME · Est. 2025
- AUM
- $153M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Eagle Financial Strategies
Bangor, ME · Est. 2021
- AUM
- $146M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Steele Street Capital LLC
Kittery, ME · Est. 2024
- AUM
- $140M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Gibson Financial Solutions, INC.
Ellsworth, ME · Est. 2024
- AUM
- $134M
- Per adviser
- $134M
- Advisers
- 1
No reported disclosures
Wright Cove Capital
Portland, ME · Est. 2025
- AUM
- $121M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Maine Advisory Associates
Falmouth, ME · Est. 2026
- AUM
- $117M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Oldfield Wealth Partners
Bangor, ME · Est. 2024
- AUM
- $110M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Guidance Point Retirement Services, LLC
Portland, ME · Est. 2012
- AUM
- $88M
- Per adviser
- $15M
- Advisers
- 6
No reported disclosures