Research Report · 2026-05-31
Largest Registered Investment Advisers in Maine
Maine SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
33
Total AUM
$32.73B
Median AUM
$296.5M
Latest Filing
2026-05-31
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | H. M. PAYSON & CO. | PORTLAND | 2993 | $9.09B | 34 | 2026-03-31 | → |
| 2 | R M DAVIS INC | PORTLAND | 105448 | $8.15B | 63 | 2026-03-31 | → |
| 3 | GREENBACKER CAPITAL MANAGEMENT LLC | PORTLAND | 277101 | $3.14B | 128 | 2026-03-31 | → |
| 4 | MEANS INVESTMENT CO., INC. | BANGOR | 2748 | $1.59B | 24 | 2026-03-31 | → |
| 5 | PORTLAND GLOBAL ADVISORS LLC | PORTLAND | 109127 | $1.17B | 13 | 2026-03-31 | → |
| 6 | HEADINVEST, LLC | PORTLAND | 140518 | $891.8M | 13 | 2026-03-31 | → |
| 7 | GREAT DIAMOND PARTNERS, LLC | PORTLAND | 299598 | $804.1M | 12 | 2026-04-30 | → |
| 8 | OLD PORT ADVISORS, INC | PORTLAND | 108228 | $782.8M | 14 | 2026-05-31 | → |
| 9 | FOW PARTNERS, LP | PORTLAND | 329051 | $747.3M | 25 | 2026-03-31 | → |
| 10 | ARIES WEALTH MANAGEMENT, LLC | PORTLAND | 175477 | $658.6M | 6 | 2026-03-31 | → |
| 11 | HARPSWELL CAPITAL ADVISORS, LLC | YARMOUTH | 168996 | $587.0M | 5 | 2026-05-31 | → |
| 12 | BIGELOW INVESTMENT ADVISORS, LLC | PORTLAND | 143733 | $555.2M | 8 | 2026-05-31 | → |
| 13 | PENOBSCOT WEALTH MANAGEMENT | PORTLAND | 286211 | $544.5M | 12 | 2026-04-30 | → |
| 14 | COSTON, MCISAAC, AND PARTNERS INC. | BAR HARBOR | 194515 | $466.9M | 12 | 2026-05-31 | → |
| 15 | ROBINSON SMITH WEALTH ADVISORS, LLC | SOUTH PORTLAND | 123098 | $444.9M | 8 | 2026-02-28 | → |
| 16 | CHOICE WEALTH ADVISORS LLC | WATERVILLE | 297745 | $323.3M | 4 | 2026-02-28 | → |
| 17 | BIRCHBROOK | BANGOR | 105164 | $296.5M | 7 | 2026-04-30 | → |
| 18 | RM FINANCIAL SERVICES, LLC | FALMOUTH | 304297 | $245.4M | 4 | 2026-03-31 | → |
| 19 | ABBINGTON INVESTMENT GROUP, LLC | SOUTH PORTLAND | 174407 | $202.1M | 3 | 2026-03-31 | → |
| 20 | CLARK & STUART INC | PORTLAND | 107991 | $195.6M | 4 | 2026-03-31 | → |
| 21 | J.M. ARBOUR, LLC | GARDINER | 313352 | $183.2M | 12 | 2026-03-31 | → |
| 22 | ALLEGIANCE FINANCIAL GROUP, INC. | SOUTH PORTLAND | 113826 | $180.6M | 10 | 2026-03-31 | → |
| 23 | OUTFITTERS FINANCIAL LLC | BRUNSWICK | 291413 | $157.7M | 4 | 2026-03-31 | → |
| 24 | GRP FINANCIAL SERVICES, LLC | FARMINGDALE | 333183 | $155.3M | 16 | 2026-01-31 | → |
| 25 | MAIDEN COVE CAPITAL, LLC | YARMOUTH | 312478 | $153.7M | 3 | 2026-03-31 | → |
| 26 | BLUE POINT FINANCIAL, INC. | SCARBOROUGH | 299688 | $152.7M | 3 | 2026-03-31 | → |
| 27 | ALPHA CAPITAL ADVISORS, INC. | BANGOR | 138825 | $146.0M | 6 | 2026-03-31 | → |
| 28 | STEELE STREET CAPITAL LLC | KITTERY | 331520 | $140.5M | 3 | 2026-03-31 | → |
| 29 | GIBSON FINANCIAL SOLUTIONS, INC. | ELLSWORTH | 117831 | $133.7M | 2 | 2026-03-31 | → |
| 30 | WRIGHT COVE CAPITAL, LLC | PORTLAND | 307252 | $120.7M | 2 | 2026-01-31 | → |
| 31 | VOLK FINANCIAL LLC | FALMOUTH | 311679 | $116.5M | 3 | 2026-05-31 | → |
| 32 | OLDFIELD WEALTH PARTNERS LLC | BANGOR | 332765 | $110.0M | 1 | 2026-04-30 | → |
| 33 | GUIDANCE POINT RETIREMENT SERVICES, LLC | PORTLAND | 161000 | $88.2M | 8 | 2026-05-31 | → |
Related Lists
Sleeve33 firms · 2026-05-31