Best Financial Advisor Firms Maine 2023

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:

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

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About the Editorial Team

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.