Maine · 20 advisers
Financial Advisors in Portland, Maine
Looking for a financial advisor in Portland, Maine? Falists indexes 20 SEC-registered and state-registered investment advisers in Portland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $9.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
20
With website
19
Largest AUM
$9.09B
Financial planning
12
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Portland
Ranked by AUM · Fees, team & specialties at a glance
H.M. PAYSON
Portland, ME
AUM
$9.09B
Team
29 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
207-772-3761
R M DAVIS INC
Portland, ME
AUM
$8.15B
Team
25 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
207-774-0022
GREENBACKER CAPITAL MANAGEMENT LLC
Portland, ME
AUM
$3.14B
Team
34 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-556-6611
PORTLAND GLOBAL ADVISORS LLC
Portland, ME
AUM
$1.17B
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
207-773-2773
HEADINVEST
Portland, ME
AUM
$891.8M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-773-5333
GREAT DIAMOND PARTNERS, LLC
Portland, ME
AUM
$804.1M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-274-2500
OLD PORT ADVISORS
Portland, ME
AUM
$782.8M
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
207-774-6552
FOW PARTNERS, LP
Portland, ME
AUM
$747.3M
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 752-1590
ARIES WEALTH MANAGEMENT, LLC
Portland, ME
AUM
$658.6M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
207-536-0530
BIGELOW INVESTMENT ADVISORS, LLC
Portland, ME
AUM
$555.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-772-2900
PENOBSCOT FINANCIAL ADVISORS
Portland, ME
AUM
$544.5M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(207) 990-1901
CLARK & STUART INC
Portland, ME
AUM
$195.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
207-775-1140
WRIGHT COVE CAPITAL
Portland, ME
AUM
$120.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(207) 400-1392
GUIDANCE POINT RETIREMENT SERVICES, LLC
Portland, ME
AUM
$88.2M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-358-3099
PINE CAPITAL
Portland, ME
AUM
$81.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
207-775-2260
PORTLAND FINANCIAL PLANNING GROUP
Portland, ME
AUM
$78.4M
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
207-771-8821
AUGUST WEALTH MANAGEMENT
Portland, ME
AUM
$30.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
207-358-3110
NORTH ATLANTIC CAPITAL MANAGEMENT, LLC
Portland, ME
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
207-772-4470
NORTHWATER CAPITAL
Portland, ME
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-240-2947
More cities in Maine
Common questions
- How many financial advisors are in Portland, Maine?
- 20 registered investment advisers are listed in our Portland directory, sourced from public SEC filings.
- What types of advisors are in Portland?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Portland?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.