Best Financial Advisor Firms Maine 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Maine.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Maine are as followed:

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 5/5 Stars $1.8 billion 7,935 50 $228,539
Alterity Financial Group 4.5/5 Stars $156.6 million 263 7 $595,522
Apollon Wealth Management 4.5/5 Stars $2.6 billion 2,657 61 $971,037
Aries Wealth Management 4.5/5 Stars $367.5 million 149 4 $2.5 million
August Wealth Management 5/5 Stars $20.5 million 89 1 $230,348
Aurora Financial Group 5/5 Stars $77.2 million 73 1 $1.1 million
Aviso Wealth Management 4.5/5 Stars $242.5 million 488 6 $496,849
Azimuth Capital Management 5/5 Stars $26.4 million 88 1 $300,371
Bankers Life Advisory Services 4.5/5 Stars $1.2 billion 9,792 346 $120,567
Bigelow Investment Advisors 5/5 Stars $383.9 million 347 5 $1.1 million
Birch Point Wealth Management 4.5/5 Stars $2.7 million 12 1 $228,654
Birchbrook 5/5 Stars $246.1 million 254 5 $968,989
Blue Point Financial 4.5/5 Stars $85.3 million 231 2 $369,178
Bogue Asset Management 4.5/5 Stars $60.7 million 57 1 $1.1 million
Boston Financial Management 5/5 Stars $3.8 billion 870 20 $4.4 million
Catalyst Investment Management 4.5/5 Stars $99.1 million 55 3 $1.8 million
Charter Oak Capital Management 4.5/5 Stars $890.3 million 1,180 12 $754,523
Choice Wealth Advisors 4.5/5 Stars $256.9 million 580 3 $442,888
Clearstead; Hartland & Co 5/5 Stars $11.2 billion 1,095 9 $10.3 million
Cornerstone Financial Planning 4.5/5 Stars $266.6 million 198 8 $1.3 million
Cornerstone Wealth Planning 4.5/5 Stars $70.9 million 192 2 $369,333
Coston, McIsaac & Shea Financial Advisors 4.5/5 Stars $270.8 million 1,229 9 $220,347
Cribstone Capital Management 4.5/5 Stars $377.3 million 334 3 $1.1 million
Demauriac 4.5/5 Stars $12.7 million 104 1 $121,916
Eagle Financial Strategies 4.5/5 Stars $127.6 million 284 2 $449,189
F L Putnam Investment Management Co. 5/5 Stars $4.5 billion 1,408 31 $3.2 million
Fiducient Advisors 4.5/5 Stars $37.9 billion 994 49 $38.1 million
Financial Freedom 5/5 Stars $347.5 million 101 2 $3.4 million
Flagship Harbor Advisors 4.5/5 Stars $2.1 billion 6,297 54 $337,653
Gather Financial Planning 4.5/5 Stars $134.8 million 75 5 $1.8 million
Gibson Financial Solutions 5/5 Stars $108.2 million 422 3 $256,415
Gilbert Investment Management 4.5/5 Stars $11.7 million 37 2 $317,325
Great Diamond Partners 4.5/5 Stars $671.2 million 290 8 $2.3 million
Guidance Point Advisors 5/5 Stars $342.8 million 215 7 $1.6 million
Guidance Point Retirement Services 4.5/5 Stars $73.8 million 9 5 $8.2 million
Guideline 5/5 Stars $5.9 billion 32,692 3 $180,170
H.M. Payson 5/5 Stars $6.8 billion 3,376 15 $2.0 million
Harpswell Capital Advisors 4.5/5 Stars $471.9 million 48 2 $9.8 million
Harvest Asset Group 5/5 Stars $107.3 million 79 2 $1.4 million
HeadInvest 5/5 Stars $883.2 million 398 8 $2.2 million
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
IFG Advisory 5/5 Stars $2.7 billion 5,334 80 $504,642
J. Murphy Asset and Tax Management 4.5/5 Stars $25.2 million 80 3 $315,000
J.M. Arbour 4.5/5 Stars $106.1 million 567 6 $187,074
James Heavey Wealth Advisors 4.5/5 Stars $7.4 million 67 1 $110,147
Key Investment Services 4.5/5 Stars $3.6 billion 22,515 400 $162,056
Lifemark Securities Corp 4.5/5 Stars $266.2 million 1,503 70 $177,134
Maine Center for Wealth Management 4.5/5 Stars $25.1 million 72 1 $348,060
Marble Trail Advisors 4.5/5 Stars $358.5 million 269 6 $1.3 million
Means Wealth Management 5/5 Stars $860.3 million 1,069 11 $804,743
Measured Wealth Private Client Group 5/5 Stars $447.9 million 640 8 $699,776
MHP Asset Management 5/5 Stars $40.2 million 96 1 $419,114
Northeast Planning Associates 4.5/5 Stars $285.2 million 534 66 $534,156
Old Port Advisors 5/5 Stars $1.1 billion 885 9 $1.3 million
Penobscot Financial Advisors 4.5/5 Stars $281.7 million 689 5 $408,792
Pine Capital 5/5 Stars $61.4 million 54 1 $1.1 million
Portland Financial Planning Group 4.5/5 Stars $65.9 million 32 1 $2.1 million
Portland Global Advisors 4.5/5 Stars $865.5 million 241 7 $3.6 million
Portland Integritas Advisors 4.5/5 Stars $76.7 million 51 1 $1.5 million
Portland Investment Advisors 4.5/5 Stars $14.0 million 52 1 $268,813
Prosperity Wealth Management 4.5/5 Stars $232.6 million 1,123 52 $207,098
R M Davis 5/5 Stars $6.8 billion 2,420 19 $2.8 million
RM Financial Services 4.5/5 Stars $168.3 million 291 2 $578,455
Robinson Smith Wealth Advisors 5/5 Stars $392.2 million 186 6 $2.1 million
Schultz Retirement Income Solutions 4.5/5 Stars $27.6 million 96 1 $287,470
Shoreline Capital Corporation 5/5 Stars $69.3 million 13 1 $5.3 million
Steward Partners Investment Advisory 4.5/5 Stars $13.2 billion 13,202 245 $1.0 million
Stillwater Investing 4.5/5 Stars $1.3 million 10 2 $133,667
Sweetwood Family Capital 4.5/5 Stars $11.7 million 6 1 $2.0 million
Vancegray Wealth Management 4.5/5 Stars $278.1 million 804 3 $345,860
Vigilant Capital Management 5/5 Stars $2.2 billion 461 21 $4.9 million
Virtue Capital Management 4.5/5 Stars $1.1 billion 5,419 111 $197,733
Wealthshield Partners 4.5/5 Stars $913.5 million 1,320 16 $692,076
Wright Cove Capital 4.5/5 Stars $41.0 million 23 2 $1.8 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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