Financial advisers in Portland, ME
14 registered investment adviser firms in Portland managing $26.9B in assets, based on public SEC Form ADV filings.
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
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
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
Clark & Stuart INC
Portland, ME · Est. 2018
- AUM
- $196M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Wright Cove Capital
Portland, ME · Est. 2025
- AUM
- $121M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Guidance Point Retirement Services, LLC
Portland, ME · Est. 2012
- AUM
- $88M
- Per adviser
- $15M
- Advisers
- 6
No reported disclosures