Investment advisers in ME

31 SEC-registered firms · $23.50 billion in regulatory assets · 1 reporting a disciplinary disclosure.

Form ADV data as of 2026-11-01

Cities

All firms

Firm	City	Assets	Disclosures
Abbington Investment Group, LLC	South Portland	$202.1 million	0
Aries Wealth Management, LLC	Portland	$658.6 million	0
Bigelow Investment Advisors, LLC	Portland	$555.2 million	0
Birchbrook	Bangor	$296.5 million	0
Blue Point Financial, Inc.	Scarborough	$152.7 million	0
Choice Wealth Advisors LLC	Waterville	$323.3 million	0
Clark & Stuart Inc	Portland	$195.6 million	0
Coston, Mcisaac & Shea Financial Advisors	Bar Harbor	$466.9 million	0
Eagle Financial Strategies	Bangor	$146.0 million	0
Fow Partners, LP	Portland	$747.3 million	0
Gibson Financial Solutions, Inc.	Ellsworth	$133.7 million	0
Great Diamond Partners, LLC	Portland	$804.1 million	0
Greenbacker Capital Management LLC	Portland	$3.14 billion	2
Grp Retirement Planning	Farmingdale	$155.3 million	0
Guidance Point Retirement Services, LLC	Portland	$85.4 million	0
Harpswell Capital Advisors, LLC	Yarmouth	$587.0 million	0
Headinvest	Portland	$891.8 million	0
J.M. Arbour, LLC	Gardiner	$183.2 million	0
Maiden Cove Capital	Yarmouth	$153.7 million	0
Maine Advisory Associates	Falmouth	$116.5 million	0
Means Wealth Management	Bangor	$1.59 billion	0
Old Port Advisors	Portland	$782.8 million	0
Oldfield Wealth Partners	Bangor	$110.0 million	0
Outfitter Financial	Brunswick	$157.7 million	0
Penobscot Financial Advisors	Portland	$544.5 million	0
Portland Global Advisors LLC	Portland	$1.17 billion	0
R M Davis Inc	Portland	$8.15 billion	0
Richard Brothers, Financial Advisors	South Portland	$180.6 million	0
Rm Financial Services, LLC	Falmouth	$245.4 million	0
Robinson Smith Wealth Advisors, LLC	South Portland	$444.9 million	0
Wright Cove Capital	Portland	$120.7 million	0