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Best Financial Advisor Firms Maine 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 69 Financial Advisor Firms in Maine.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 69 best firms, with at least one office in Maine, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of October 16, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
Advisory Alpha 2011 View Locations
Alterity Financial Group 2014 View Locations
Archer Investment Corporation 2005 View Locations
Aries Wealth Management 2015 View Locations
August Wealth Management 2011 View Locations
Aurora Financial Group 2012 View Locations
Aviso Wealth Management 1999 View Locations
Azimuth Capital Management 2012 View Locations
Bigelow Investment Advisors 2007 View Locations
Birchbrook 1990 View Locations
Bogue Asset Management 1998 View Locations
Boston Financial Management 1976 View Locations
Catalyst Investment Management 2018 View Locations
Charter Oak Capital Management 2005 View Locations
Choice Wealth Advisors 2018 View Locations
Clark & Stuart 2018 View Locations
Clearstead; Hartland & Co 1988 View Locations
Cornerstone Financial Planning 2016 View Locations
Coston, Mcisaac & Shea Financial Advisors 2015 View Locations
Cribstone Capital Management 2015 View Locations
Eagle Financial Strategies 2021 View Locations
Elder Planning Advisors OF Maine 2012 View Locations
F L Putnam Investment Management Co. 1984 View Locations
Fiducient Advisors 1995 View Locations
Financial Freedom 2005 View Locations
Flagship Harbor Advisors 2010 View Locations
Gather Financial Planning 2020 View Locations
Gibson Financial Solutions 2012 View Locations
Gilbert Investment Management 2018 View Locations
Goss Advisors 2014 View Locations
Great Diamond Partners 2019 View Locations
Guidance Point Advisors 2012 View Locations
Guidance Point Retirement Services 2012 View Locations
Guideline 2015 View Locations
H.M. Payson 1966 View Locations
Harborview Advisors 2014 View Locations
Harpswell Capital Advisors 2017 View Locations
Harvest Asset Group 2012 View Locations
HeadInvest 2006 View Locations
Hightower Advisors 2008 View Locations
J. Murphy Asset and Tax Management 2017 View Locations
James Heavey Wealth Advisors 2017 View Locations
Key Investment Services 2006 View Locations
Lifemark Securities Corp 2007 View Locations
MHP Asset Management 2006 View Locations
Maine Center for Wealth Management 2015 View Locations
Means Wealth Management 2015 View Locations
Measured Wealth Private Client Group 2014 View Locations
Northeast Planning Associates 2017 View Locations
Old Port Advisors 2001 View Locations
Penobscot Financial Advisors 2017 View Locations
Pine Capital 2000 View Locations
Portland Financial Planning Group 1998 View Locations
Portland Global Advisors 1997 View Locations
Portland Integritas Advisors 2012 View Locations
Portland Investment Advisors 2013 View Locations
Prosperity Wealth Management 2015 View Locations
R M Davis 1978 View Locations
RM Financial Services 2021 View Locations
Richard Brothers, Financial Advisors 2017 View Locations
Robinson Smith Wealth Advisors 2004 View Locations
Schultz Retirement Income Solutions 2011 View Locations
Shoreline Capital Corporation 2009 View Locations
Steward Partners Investment Advisory 2016 View Locations
Sweetwood Family Capital 2016 View Locations
Vancegray Wealth Management 2018 View Locations
Vigilant Capital Management 2002 View Locations
Virtue Capital Management 2014 View Locations
Wedmont Private Capital 2021 View Locations


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