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.
20 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
GREENBACKER CAPITAL MANAGEMENT LLC
Portland, ME
AUM
$3.14B
Wealth MgmtInstitutional
Team
34 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-556-6611
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
FOW PARTNERS, LP
Portland, ME
AUM
$747.3M
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 752-1590
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
CLARK & STUART INC
Portland, ME
AUM
$195.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
207-775-1140
WRIGHT COVE CAPITAL
Portland, ME
AUM
$120.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(207) 400-1392
GUIDANCE POINT RETIREMENT SERVICES, LLC
Portland, ME
AUM
$88.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-358-3099
PINE CAPITAL
Portland, ME
AUM
$81.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
207-775-2260
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
NORTH ATLANTIC CAPITAL MANAGEMENT, LLC
Portland, ME
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
207-772-4470
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
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