RIAs in Maine

RIA	People	AUM
H.m. Payson	Robert Davis	$9.09Bas of Mar 2026
R M Davis Inc	Robert DavisJohn LeonardGregory Cox+19 more	$8.15Bas of Mar 2026
Greenbacker Capital Management LLC	—	$3.14Bas of Jul 2026
Means Wealth Management	Jamie StonePaul MeansKaren Oeser+10 more	$1.59Bas of Sep 2026
Portland Global Advisors LLC	Derek JaskulskiLeslie KlenkRichard Strabley+8 more	$1.17Bas of Mar 2026
Headinvest	Robert WhiteheadOdette ThurstonDonna McConnell+4 more	$891.8Mas of Mar 2026
Great Diamond Partners, LLC	Joseph PowersHelen AndreoliAndrew Scott+5 more	$804.1Mas of Sep 2026
Old Port Advisors	Fredric WilliamsLawrence BowlanFrancis Davies+8 more	$782.8Mas of Aug 2026
Fow Partners, LP	—	$747.3Mas of Mar 2026
Aries Wealth Management, LLC	Jason ViolaTimothy WoodhouseMicah Davis-Johnson+1 more	$658.6Mas of Mar 2026
Harpswell Capital Advisors, LLC	—	$587Mas of May 2026
Bigelow Investment Advisors, LLC	Andrew NadeauPatrick FloodMatthew Huckins+1 more	$555.2Mas of May 2026
Penobscot Financial Advisors	James BradleyCraig JoncasElizabeth McKay+5 more	$544.5Mas of Apr 2026
Coston, Mcisaac & Shea Financial Advisors	Paul CostonAndrew SheaRyan Willette+7 more	$466.9Mas of May 2026
Robinson Smith Wealth Advisors, LLC	David SmithWesley McNeillieTracey Daigle+2 more	$444.9Mas of Aug 2026
Choice Wealth Advisors LLC	Christopher MarkosMatthew LibbyGlenn Whalen	$323.3Mas of Feb 2026
Birchbrook	Jean DeighanJenifer ButlerBrett Miller+3 more	$296.5Mas of Apr 2026
Rm Financial Services, LLC	Aaron RughMark MacleodCayla Moore	$245.4Mas of Mar 2026
Abbington Investment Group, LLC	Peter Van DesselJoseph ConnollyJohn Curran	$202.1Mas of Mar 2026
Clark & Stuart Inc	Charles ClarkMichael StuartKatherine Dick	$195.6Mas of Mar 2026
J.m. Arbour, LLC	Jac ArbourDonald RiddleMiles Whitlock+6 more	$183.2Mas of Mar 2026
Richard Brothers, Financial Advisors	Zachary LauzonLaura LinscottRandall Richard+3 more	$180.6Mas of Mar 2026
Outfitter Financial	David Kenkel	$157.7Mas of Mar 2026
Grp Retirement Planning	Brooks RileyNathan NicholsLance Harder+2 more	$155.3Mas of Jan 2026
Maiden Cove Capital	Damien SaccaniThomas CollinsAndrew Snider	$153.7Mas of Oct 2026
Blue Point Financial, Inc.	Timothy O'halloranJustin Beauregard	$152.7Mas of Mar 2026
Eagle Financial Strategies	David RobbinsRichard NickersonAndrew Nickerson	$146Mas of Mar 2026
Gibson Financial Solutions, Inc.	Paul Pangburn	$133.7Mas of Mar 2026
Wright Cove Capital	Cass TokarskiEric Leinwand	$120.7Mas of Jan 2026
Maine Advisory Associates	Michelle LambPatricia BarnesKimberly Volk	$116.5Mas of Sep 2026
Oldfield Wealth Partners	Nathan FreemanChase GuerretteAlexander Briggs+1 more	$110Mas of Jul 2026
Cornerstone Wealth Planning	Melinda DavisJon-Wesley Davis	$104.7Mas of Mar 2026
Guidance Point Retirement Services, LLC	—	$85.4Mas of Sep 2026
Pine Capital	Christopher LorenzChristopher Ferguson	$81.5Mas of Mar 2026
Portland Financial Planning Group	Brian Dietz	$78.4Mas of Mar 2026
Salem Advisory Group LLC	Kevin ColleyWarren BergerPeter Bishop+1 more	$76.2Mas of Mar 2026
Shoreline Capital Corporation	William Goldenberg	$75.5Mas of Mar 2026
Atlantic Coast Financial	Jennifer Arps	$59.6Mas of Jun 2026
Birch Point Wealth Management LLC	Brie PioDavid Pio	$41.1Mas of Jul 2026
Azimuth Capital Management, LLC	Kenneth Daley	$35.9Mas of Mar 2026
August Wealth Management	Scott Whytock	$30.4Mas of Feb 2026
Schultz Retirement Income Solutions, Inc.	Nancy Schultz	$28Mas of Feb 2026
Warren Financial, LLC	—	$27.9Mas of Apr 2026
J. Murphy Asset and Tax Management	Russell RobertsonJames Murphy	$27.3Mas of Feb 2026
Maine Securities Corporation	Bradley McCurtain	$25.7Mas of Jun 2025
Maine Center for Wealth Management, LLC	Craig Stevens	$25.4Mas of Mar 2026
Portland Investment Advisors, LLC.	Abigail DoodyCasey Doody	$21.5Mas of Mar 2026
Zen Financial Planning, LLC	Anthony Corsino	$14.1Mas of Aug 2026
Northwoods Wealth Management	Adam Maguire	$6Mas of Sep 2025
New England Financial Services	William PikeDaniel Pease	$1.8Mas of Mar 2026

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