H.M. PAYSON
Portland, ME
AUM
$9.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
207-772-3761
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in ME, PORTLAND
12 advisers found
R M DAVIS INC
Portland, ME
AUM
$8.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
207-774-0022
PORTLAND GLOBAL ADVISORS LLC
Portland, ME
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
207-773-2773
HEADINVEST
Portland, ME
AUM
$891.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
207-536-0530
BIGELOW INVESTMENT ADVISORS, LLC
Portland, ME
AUM
$555.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-772-2900
PENOBSCOT FINANCIAL ADVISORS
Portland, ME
AUM
$544.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(207) 990-1901
PORTLAND FINANCIAL PLANNING GROUP
Portland, ME
AUM
$78.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
207-771-8821
AUGUST WEALTH MANAGEMENT
Portland, ME
AUM
$30.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
207-358-3110
NORTHWATER CAPITAL
Portland, ME
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-240-2947