Financial advisors in Maine

5 SEC-registered advisory firms based in Maine, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

Get matched in MaineFree · 2 minutes · no obligation

Top cities in Maine

Portland (4)Bangor (1)

Maine advisory firms by assets

H.M. Payson logo
H.M. Payson

Portland, ME · CRD #2993

$9.1B AUM·4.5k accounts·Fee-based

R M Davis INC logo
R M Davis INC

Portland, ME · CRD #105448

$8.2B AUM·6.1k accounts·Fee-based

Means Wealth Management

Bangor, ME · CRD #2748

$1.6B AUM·3.6k accounts·Fee-only

Old Port Advisors

Portland, ME · CRD #108228

$783M AUM·2.3k accounts·Fee-based

Portland Global Advisors LLC logo
Portland Global Advisors LLC

Portland, ME · CRD #109127

$1.2B AUM·1.0k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Maine

How many financial advisors are in Maine?

AdvisoryReviews lists 5 SEC-registered advisory firms based in Maine, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Maine?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Maine?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

Browse other states

Find my advisor matchFree · No obligation