AdvisorRanked

Best Financial Advisors in Maine

33 SEC-registered advisory firms across 13 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

33
Registered Firms
13
Cities
0.95%
Median Fee
of assets/year
33
In Database
firms listed

Cities in Maine

Top-Ranked Firms in Maine

#1
100

MEANS WEALTH MANAGEMENT

BANGOR, ME · Since 2015

$1.6B AUM15 clientsFee: 0%
FiduciaryFee-Only
#2
100

CLARK & STUART INC

PORTLAND, ME · Since 2018

$196M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

RICHARD BROTHERS, FINANCIAL ADVISORS

SOUTH PORTLAND, ME · Since 2021

$181M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
100

GIBSON FINANCIAL SOLUTIONS, INC.

ELLSWORTH, ME · Since 2024

$134M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
100

ROBINSON SMITH WEALTH ADVISORS, LLC

SOUTH PORTLAND, ME · Since 2004

$445M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
100

EAGLE FINANCIAL STRATEGIES

BANGOR, ME · Since 2021

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

GUIDANCE POINT RETIREMENT SERVICES, LLC

PORTLAND, ME · Since 2012

$88M AUM6 clientsFee: 0%
FiduciaryFee-Only
#8
100

HARPSWELL CAPITAL ADVISORS, LLC

YARMOUTH, ME · Since 2017

$587M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

BAR HARBOR, ME · Since 2015

$467M AUM11 clientsFee: 0%
FiduciaryFee-Only
#10
100

OUTFITTER FINANCIAL

BRUNSWICK, ME · Since 2018

$158M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

RM FINANCIAL SERVICES, LLC

FALMOUTH, ME · Since 2021

$245M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

WRIGHT COVE CAPITAL

PORTLAND, ME · Since 2025

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

MAINE ADVISORY ASSOCIATES

FALMOUTH, ME · Since 2026

$117M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
100

MAIDEN COVE CAPITAL

YARMOUTH, ME · Since 2024

$154M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

OLDFIELD WEALTH PARTNERS

BANGOR, ME · Since 2024

$110M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
95

H.M. PAYSON

PORTLAND, ME · Since 1966

$9.1B AUM29 clientsFee: 0%
FiduciaryFee-Only
#17
95

BIRCHBROOK

BANGOR, ME · Since 1990

$296M AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
95

R M DAVIS INC

PORTLAND, ME · Since 1978

$8.2B AUM25 clientsFee: 0%
FiduciaryFee-Only
#19
95

OLD PORT ADVISORS

PORTLAND, ME · Since 2001

$783M AUM10 clientsFee: 0%
FiduciaryFee-Only
#20
95

PORTLAND GLOBAL ADVISORS LLC

PORTLAND, ME · Since 1997

$1.2B AUM11 clientsFee: 0%
FiduciaryFee-Only
#21
95

HEADINVEST

PORTLAND, ME · Since 2006

$892M AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
95

BIGELOW INVESTMENT ADVISORS, LLC

PORTLAND, ME · Since 2007

$555M AUM4 clientsFee: 0%
FiduciaryFee-Only
#23
95

ABBINGTON INVESTMENT GROUP, LLC

SOUTH PORTLAND, ME · Since 2024

$202M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
95

ARIES WEALTH MANAGEMENT, LLC

PORTLAND, ME · Since 2015

$659M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
95

GREENBACKER CAPITAL MANAGEMENT LLC

PORTLAND, ME · Since 2015

$3.1B AUM34 clientsFee: 0%
FiduciaryFee-Only
#26
95

PENOBSCOT FINANCIAL ADVISORS

PORTLAND, ME · Since 2017

$545M AUM7 clientsFee: 0%
FiduciaryFee-Only
#27
95

CHOICE WEALTH ADVISORS LLC

WATERVILLE, ME · Since 2018

$323M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
95

GREAT DIAMOND PARTNERS, LLC

PORTLAND, ME · Since 2019

$804M AUM7 clientsFee: 0%
FiduciaryFee-Only
#29
95

BLUE POINT FINANCIAL, INC.

SCARBOROUGH, ME · Since 2025

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#30
95

J.M. ARBOUR, LLC

GARDINER, ME · Since 2022

$183M AUM10 clientsFee: 0%
FiduciaryFee-Only
#31
95

STEELE STREET CAPITAL LLC

KITTERY, ME · Since 2024

$140M AUM2 clientsFee: 0%
Broker-Dealer
#32
95

GRP RETIREMENT PLANNING

FARMINGDALE, ME · Since 2024

$155M AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
95

FOW PARTNERS, LP

PORTLAND, ME · Since 2023

$747M AUM21 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Maine

How many financial advisors are registered in Maine?
There are 33 SEC-registered investment advisory firms in Maine, spread across 13 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Maine?
The median advisory fee in Maine is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.