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.
66 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
MEANS WEALTH MANAGEMENT
Bangor, ME
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
1-207-947-6763
AUM
$1.36B
Wealth MgmtInstitutionalFee-Only/Hourly
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
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
HARPSWELL CAPITAL ADVISORS, LLC
Yarmouth, ME
AUM
$587.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
207-926-1380
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
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Bar Harbor, ME
AUM
$466.9M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
207-288-4747
ROBINSON SMITH WEALTH ADVISORS, LLC
South Portland, ME
AUM
$444.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-874-9840
CHOICE WEALTH ADVISORS LLC
Waterville, ME
AUM
$323.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(207) 873-0996
BIRCHBROOK
Bangor, ME
AUM
$296.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(207) 781-7637
ABBINGTON INVESTMENT GROUP, LLC
South Portland, ME
AUM
$202.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
207-433-5820
CLARK & STUART INC
Portland, ME
AUM
$195.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
207-775-1140
J.M. ARBOUR, LLC
Gardiner, ME
AUM
$183.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-879-2352
AUM
$176.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(617) 945-1991
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