AdvisorGrade

Financial advisers in South Portland, ME

3 registered investment adviser firms in South Portland managing $828M in assets, based on public SEC Form ADV filings.

Robinson Smith Wealth Advisors, LLC

South Portland, ME · Est. 2004

Local
Fee-based
AUM
$445M
Per adviser
$89M
Advisers
5

No reported disclosures

Abbington Investment Group, LLC

South Portland, ME · Est. 2024

LocalInternational
Fee-only
AUM
$202M
Per adviser
$67M
Advisers
3

No reported disclosures

Richard Brothers, Financial Advisors

South Portland, ME · Est. 2021

LocalInternational
Fee-based
AUM
$181M
Per adviser
$30M
Advisers
6

No reported disclosures