Investment advisers in Portland, ME
14 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| H.M. Payson | $9.09 billion | 34 | 0 |
| R M Davis Inc | $8.15 billion | 63 | 0 |
| Greenbacker Capital Management LLC | $3.14 billion | 128 | 2 |
| Portland Global Advisors LLC | $1.17 billion | 13 | 0 |
| Headinvest | $891.8 million | 13 | 0 |
| Great Diamond Partners, LLC | $804.1 million | 12 | 0 |
| Old Port Advisors | $782.8 million | 14 | 0 |
| Fow Partners, LP | $747.3 million | 25 | 0 |
| Aries Wealth Management, LLC | $658.6 million | 6 | 0 |
| Bigelow Investment Advisors, LLC | $555.2 million | 8 | 0 |
| Penobscot Financial Advisors | $544.5 million | 12 | 0 |
| Clark & Stuart Inc | $195.6 million | 4 | 0 |
| Wright Cove Capital | $120.7 million | 2 | 0 |
| Guidance Point Retirement Services, LLC | $88.2 million | 8 | 0 |