Maine · 26 firms
Institutional Advisors in Maine
Advisers managing assets for institutions, endowments, and corporations. Browse 26 advisers in Maine matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Maine
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
MEANS WEALTH MANAGEMENT
Bangor, ME
AUM
$1.59B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
1-207-947-6763
AUM
$1.36B
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
207-420-2442
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
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
ARIES WEALTH MANAGEMENT, LLC
Portland, ME
AUM
$658.6M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
207-536-0530
HARPSWELL CAPITAL ADVISORS, LLC
Yarmouth, ME
AUM
$587.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
207-926-1380
BIGELOW INVESTMENT ADVISORS, LLC
Portland, ME
AUM
$555.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-772-2900
ROBINSON SMITH WEALTH ADVISORS, LLC
South Portland, ME
AUM
$444.9M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-874-9840
BIRCHBROOK
Bangor, ME
AUM
$296.5M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
207-990-1117
RM FINANCIAL SERVICES, LLC
Falmouth, ME
AUM
$245.4M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(207) 781-7637
J.M. ARBOUR, LLC
Gardiner, ME
AUM
$183.2M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(207) 248-6767
RICHARD BROTHERS, FINANCIAL ADVISORS
South Portland, ME
AUM
$180.6M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-879-2352
MAIDEN COVE CAPITAL
Yarmouth, ME
AUM
$153.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-482-3840
STEELE STREET CAPITAL LLC
Kittery, ME
AUM
$140.5M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-475-0060
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
PORTLAND FINANCIAL PLANNING GROUP
Portland, ME
AUM
$78.4M
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
207-771-8821
AZIMUTH CAPITAL MANAGEMENT, LLC
Winthrop, ME
AUM
$35.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-377-2053
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
AUM
$27.1M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
603-617-2323
AMPERSAND INVESTMENT ADVISORS
Camden, ME
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-217-0295
66 total advisers in Maine. Browse all Maine advisors