Top 10 financial advisors in Maine
We’ve curated a list of the best financial advisors in Maine, take a look at it below
Find an advisor in Maine| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,050,000,000 | 200 advisors | ||
| 2 | $2,200,862,557 | 29 advisors | ||
| 3 | $829,561,294 | 15 advisors | ||
| 4 | $757,108,671 | 10 advisors | ||
| 5 | $648,003,116 | 13 advisors | ||
| 6 | $540,784,152 | 9 advisors | ||
| 7 | $361,459,970 | 5 advisors | ||
| 8 | $267,109,676 | 7 advisors | ||
| 9 | $264,134,196 | 11 advisors | ||
| 10 | $132,855,327 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Maine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maine. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Greenbacker Capital Management LLC
Greenbacker Capital Management LLC is a financial advisory firm based in Portland, Maine. It currently has approximately $3,050,000,000 of assets under management and employs about 200 people. Greenbacker Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,050,000,000
Headcount
200 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-106529
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Vigilant Wealth Management
Vigilant Wealth Management is a financial advisory firm based in Portland, Maine. It currently has approximately $2,200,862,557 of assets under management and employs about 29 people. Vigilant Wealth Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,200,862,557
Headcount
29 advisors
Fee structure
A percentage of assets under your management
SEC number
801-61006
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Headinvest
Headinvest is a financial advisory firm based in Portland, Maine. It currently has approximately $829,561,294 of assets under management and employs about 15 people. Headinvest uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$829,561,294
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-66773
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portland Global Advisors LLC
Portland Global Advisors LLC is a financial advisory firm based in Portland, Maine. It currently has approximately $757,108,671 of assets under management and employs about 10 people. Portland Global Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$757,108,671
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-54256
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Advise On Retention Of Other Inv Advisers & Philanthropic Strategies On Request
Old Port Advisors
Old Port Advisors is a financial advisory firm based in Portland, Maine. It currently has approximately $648,003,116 of assets under management and employs about 13 people. Old Port Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$648,003,116
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60130
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Great Diamond Partners, LLC
Great Diamond Partners, LLC is a financial advisory firm based in Portland, Maine. It currently has approximately $540,784,152 of assets under management and employs about 9 people. Great Diamond Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$540,784,152
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-115058
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Business Transition Planning
- Not sure which one to choose?Use our smart matching tool
Aries Wealth Management, LLC
Aries Wealth Management, LLC is a financial advisory firm based in Portland, Maine. It currently has approximately $361,459,970 of assets under management and employs about 5 people. Aries Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$361,459,970
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-86180
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC is a financial advisory firm based in Portland, Maine. It currently has approximately $267,109,676 of assets under management and employs about 7 people. Robinson Smith Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$267,109,676
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-63290
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Penobscot Financial Advisors
Penobscot Financial Advisors is a financial advisory firm based in Portland, Maine. It currently has approximately $264,134,196 of assets under management and employs about 11 people. Penobscot Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$264,134,196
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108988
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Outfitter Financial
Outfitter Financial is a financial advisory firm based in Brunswick, Maine. It currently has approximately $132,855,327 of assets under management and employs about 3 people. Outfitter Financial uses a fee structure of and a percentage of assets under your management.
Assets under management
$132,855,327
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-112316
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Investment Consulting
Your first meeting is free.