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