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Best Financial Advisors near Portland, Maine


To help Americans find the best financial advisors in Portland, Maine, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Portland, Maine.


1. Clearstead; Hartland & Co
   (207) 775-6700
One Union Street, Portland, Maine

Clearstead; Hartland & Co, registered in 1988, manages $5.8 billion for 735 clients.

2. Robinson Smith Wealth Advisors
   (207) 874-9840
2 Monument Square, Suite 501. Portland, ME

Robinson Smith Wealth Advisors, registered in 2004, manages $301.1 million for 167 clients.

3. Vigilant Capital Management
   (207) 523-1110
One Monument Square, Suite 601. Portland, ME

Vigilant Capital Management, registered in 2002, manages $1.4 billion for 373 clients.

4. Boston Financial Management
   (207) 517-7530
100 Commercial Street Suite 200, Portland, Maine

Boston Financial Management, registered in 1976, manages $2.8 billion for 839 clients.

5. F L Putnam Investment Management Co.
   (207) 775-3197
5 Widgery Wharf 4th Floor, Portland, Maine

F L Putnam Investment Management Co., registered in 1984, manages $2.8 billion for 1,145 clients.

6. Bigelow Investment Advisors
   (207) 772-2900
4 Moulton Street Portland, ME

Bigelow Investment Advisors, registered in 2007, manages $357.3 million for 433 clients.

7. HeadInvest
   (207) 773-5333
7 Custom House ST, 4th Floor. Portland, ME

HeadInvest, registered in 2006, manages $680.1 million for 367 clients.

8. H.M. Payson
   (207) 772-3761
One Portland Square, 5th Floor Portland, ME

H.M. Payson, registered in 1966, manages $4.6 billion for 2,980 clients.

9. Stancorp Investment Advisers
   (971) 321-8844
100 Commercial Street Suite 208, Portland, Maine

Stancorp Investment Advisers, registered in 2000, manages $21.5 billion for 75,978 clients.

10. Guidance Point Advisors
   (207) 358-3099
121 Middle Street Suite 403, Portland, Maine

Guidance Point Advisors, registered in 2012, manages $294.2 million for 180 clients.

11. Portland Global Advisors
   (207) 773-2773
217 Commercial ST, Suite 400. Portland, ME

Portland Global Advisors, registered in 1997, manages $591.6 million for 200 clients.

12. R M Davis
   (207) 774-0022
24 City Center Portland, ME

R M Davis, registered in 1978, manages $4.9 billion for 1,966 clients.

13. Hightower Advisors
   (312) 962-3800
Multiple Locations

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

14. Archer Investment Corporation
   (207) 741-2400
18 Ocean St Ste #2, South Portland, Maine

Archer Investment Corporation, registered in 2005, manages $422.0 million for 2,032 clients.

15. Aries Wealth Management
   (207) 536-0530
183 Middle Street, Suite 4B. Portland, ME

Aries Wealth Management, registered in 2015, manages $248.7 million for 99 clients.

16. Old Port Advisors
   (207) 774-6552
130 Middle Street, 2nd Floor. Portland, ME

Old Port Advisors, registered in 2001, manages $834.3 million for 707 clients.

17. Financial Advocates Investment Management
   (207) 899-2552
2 Monument Square Suite 504, Portland, Maine

Financial Advocates Investment Management, registered in 2010, manages $3.3 billion for 11,427 clients.

18. Cribstone Capital Management
   (207) 844-2000
62 Us Rt 1, Cumberland Foreside, Maine

Cribstone Capital Management, registered in 2015, manages $300.5 million for 286 clients.

19. Penobscot Financial Advisors
   (207) 990-1901
One Monument Square, Suite 501. Portland, ME

Penobscot Financial Advisors, registered in 2017, manages $173.7 million for 580 clients.

20. Penobscot Financial Advisors
   (207) 990-1901
Multiple Locations

Penobscot Financial Advisors, registered in 2017, manages $173.7 million for 580 clients.



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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Maine


Cliff Island, Maine Cumberland Foreside, Maine Falmouth, Maine Gorham, Maine Long Island, Maine Peaks Island, Maine Portland, Maine Scarborough, Maine South Portland, Maine Westbrook, Maine

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