Best Financial Advisors in PORTLAND, Maine
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PORTLAND
CLARK & STUART INC
PORTLAND, ME · Since 2018
GUIDANCE POINT RETIREMENT SERVICES, LLC
PORTLAND, ME · Since 2012
WRIGHT COVE CAPITAL
PORTLAND, ME · Since 2025
H.M. PAYSON
PORTLAND, ME · Since 1966
R M DAVIS INC
PORTLAND, ME · Since 1978
OLD PORT ADVISORS
PORTLAND, ME · Since 2001
PORTLAND GLOBAL ADVISORS LLC
PORTLAND, ME · Since 1997
HEADINVEST
PORTLAND, ME · Since 2006
BIGELOW INVESTMENT ADVISORS, LLC
PORTLAND, ME · Since 2007
ARIES WEALTH MANAGEMENT, LLC
PORTLAND, ME · Since 2015
GREENBACKER CAPITAL MANAGEMENT LLC
PORTLAND, ME · Since 2015
PENOBSCOT FINANCIAL ADVISORS
PORTLAND, ME · Since 2017
GREAT DIAMOND PARTNERS, LLC
PORTLAND, ME · Since 2019
FOW PARTNERS, LP
PORTLAND, ME · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in PORTLAND?
The median advisory fee in PORTLAND, ME is 0.95% of assets under management per year, based on Form ADV filings from 14 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.