Written by investor.com
April 04, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Maine.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Maine, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Maine are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Maine.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Advisory Alpha |
|
$1.8 billion | 9,592 | 52 | $186,206 |
| Alterity Financial Group |
|
$119.4 million | 263 | 5 | $453,833 |
| Apollon Wealth Management |
|
$3.4 billion | 3,998 | 71 | $841,144 |
| Aries Wealth Management |
|
$361.5 million | 202 | 4 | $1.8 million |
| August Wealth Management |
|
$18.4 million | 91 | 1 | $202,236 |
| Aurora Financial Group |
|
$65.6 million | 71 | 1 | $923,570 |
| Aviso Wealth Management |
|
$223.4 million | 536 | 6 | $416,811 |
| Azimuth Capital Management |
|
$24.1 million | 98 | 1 | $245,861 |
| Bigelow Investment Advisors |
|
$383.9 million | 347 | 5 | $1.1 million |
| Birch Point Wealth Management |
|
$8.9 million | 20 | 1 | $443,252 |
| Birchbrook |
|
$213.7 million | 270 | 4 | $791,304 |
| Blue Point Financial |
|
$82.8 million | 252 | 2 | $328,458 |
| Bogue Asset Management |
|
$58.3 million | 63 | 1 | $925,635 |
| Boston Financial Management |
|
$3.7 billion | 1,088 | 24 | $3.4 million |
| Charter Oak Capital Management |
|
$983.4 million | 1,292 | 12 | $761,160 |
| Choice Wealth Advisors |
|
$220.4 million | 600 | 3 | $367,353 |
| Colman Knight Advisory Group |
|
$128.8 million | 98 | 4 | $1.3 million |
| Conscious Capital |
|
$19.6 million | 35 | 2 | $561,281 |
| Cornerstone Financial Planning |
|
$254.2 million | 217 | 6 | $1.2 million |
| Cornerstone Wealth Planning |
|
$63.7 million | 174 | 2 | $366,332 |
| Coston, McIsaac & Shea Financial Advisors |
|
$292.0 million | 1,301 | 9 | $224,447 |
| Demauriac |
|
$15.3 million | 116 | 1 | $131,710 |
| Eagle Financial Strategies |
|
$103.2 million | 277 | 2 | $372,440 |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| F L Putnam Investment Management Co. |
|
$4.3 billion | 1,673 | 35 | $2.6 million |
| Fiducient Advisors |
|
$40.0 billion | 1,061 | 59 | $37.7 million |
| Financial Freedom |
|
$309.2 million | 110 | 2 | $2.8 million |
| Flagship Harbor Advisors |
|
$1.9 billion | 6,879 | 52 | $280,398 |
| Gather Financial Planning |
|
$118.8 million | 76 | 5 | $1.6 million |
| Gibson Financial Solutions |
|
$102.0 million | 424 | 2 | $240,595 |
| Gilbert Investment Management |
|
$10.7 million | 37 | 2 | $289,710 |
| Great Diamond Partners |
|
$540.8 million | 314 | 7 | $1.7 million |
| Guidance Point Advisors |
|
$341.9 million | 238 | 7 | $1.4 million |
| Guidance Point Retirement Services |
|
$62.7 million | 9 | 6 | $7.0 million |
| Guideline |
|
$7.3 billion | 54,674 | 3 | $132,849 |
| H.M. Payson |
|
$6.2 billion | 3,724 | 15 | $1.7 million |
| Harpswell Capital Advisors |
|
$401.5 million | 52 | 2 | $7.7 million |
| HeadInvest |
|
$829.6 million | 437 | 8 | $1.9 million |
| IFG Advisory |
|
$2.5 billion | 7,029 | 85 | $360,313 |
| J. Murphy Asset and Tax Management |
|
$21.5 million | 81 | 3 | $265,657 |
| J.M. Arbour |
|
$92.9 million | 450 | 6 | $206,537 |
| James Heavey Wealth Advisors |
|
$9.4 million | 87 | 1 | $108,575 |
| Kelleher Financial Advisors. |
|
$470.7 million | 284 | 4 | $1.7 million |
| Key Investment Services |
|
$3.2 billion | 23,518 | 400 | $136,784 |
| Lifemark Securities Corp |
|
$256.3 million | 1,345 | 70 | $190,585 |
| Maiden Cove Capital |
|
$71.3 million | 50 | 2 | $1.4 million |
| Maine Advisory Associates |
|
$69.0 million | 120 | 3 | $574,715 |
| Maine Center for Wealth Management |
|
$23.8 million | 72 | 1 | $330,579 |
| Marble Trail Advisors |
|
$318.5 million | 267 | 5 | $1.2 million |
| Means Wealth Management |
|
$743.8 million | 1,205 | 11 | $617,260 |
| Measured Wealth Private Client Group |
|
$384.7 million | 606 | 11 | $634,773 |
| MHP Asset Management |
|
$39.8 million | 98 | 1 | $405,867 |
| Northeast Planning Associates |
|
$255.6 million | 876 | 69 | $291,834 |
| Old Port Advisors |
|
$651.0 million | 900 | 9 | $723,354 |
| Penobscot Financial Advisors |
|
$330.6 million | 776 | 5 | $425,988 |
| Pine Capital |
|
$46.6 million | 54 | 1 | $862,625 |
| Portland Financial Planning Group |
|
$53.8 million | 32 | 1 | $1.7 million |
| Portland Global Advisors |
|
$757.1 million | 259 | 8 | $2.9 million |
| Portland Investment Advisors |
|
$13.5 million | 53 | 1 | $255,459 |
| R M Davis |
|
$5.8 billion | 2,352 | 18 | $2.4 million |
| Robinson Smith Wealth Advisors |
|
$288.5 million | 186 | 5 | $1.6 million |
| Schultz Retirement Income Solutions |
|
$24.8 million | 69 | 1 | $359,151 |
| Shoreline Capital Corporation |
|
$55.3 million | 13 | 1 | $4.3 million |
| Steward Partners Investment Advisory |
|
$13.2 billion | 13,202 | 245 | $1.0 million |
| Stillwater Investing |
|
$1.8 million | 17 | 2 | $107,007 |
| Sweetwood Family Capital |
|
$10.7 million | 6 | 1 | $1.8 million |
| Vancegray Wealth Management |
|
$252.6 million | 883 | 3 | $286,080 |
| Vigilant Capital Management |
|
$2.2 billion | 504 | 20 | $4.4 million |
| Virtue Capital Management |
|
$941.4 million | 7,973 | 107 | $118,072 |
| Wealthshield Partners |
|
$901.7 million | 1,129 | 18 | $798,639 |
| Wright Cove Capital |
|
$64.0 million | 36 | 2 | $1.8 million |
More Top Firms by State
About the Editorial Team
investor.com
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