Top RIA Firms in Maine (2026)
40 SEC-registered investment advisory firms headquartered in Maine — a combined $33.3B in assets under management, led by H.m. Payson in Portland. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
H.m. Payson
Portland
AUM $9.1B · 4,308 accounts
R M Davis Inc
Portland
AUM $8.2B · 6,124 accounts
Greenbacker Capital Management LLC
Portland
AUM $3.1B · 7 accounts
Means Wealth Management
Bangor
AUM $1.6B · 3,520 accounts
Portland Global Advisors LLC
Portland
AUM $1.2B · 1,010 accounts
Headinvest
Portland
AUM $892M · 1,107 accounts
Great Diamond Partners, LLC
Portland
AUM $804M · 1,736 accounts
Old Port Advisors
Portland
AUM $783M · 2,245 accounts
Fow Partners, LP
Portland
AUM $747M · 5 accounts
Aries Wealth Management, LLC
Portland
AUM $659M · 497 accounts
Harpswell Capital Advisors, LLC
Yarmouth
AUM $587M · 79 accounts
Bigelow Investment Advisors, LLC
Portland
AUM $555M · 895 accounts
Penobscot Financial Advisors
Portland
AUM $545M · 1,811 accounts
Coston, McIsaac & Shea Financial Advisors
Bar Harbor
AUM $467M · 1,254 accounts
Robinson Smith Wealth Advisors, LLC
South Portland
AUM $445M · 903 accounts
Choice Wealth Advisors LLC
Waterville
AUM $323M · 1,247 accounts
Birchbrook
Bangor
AUM $296M · 863 accounts
Rm Financial Services, LLC
Falmouth
AUM $245M · 980 accounts
Abbington Investment Group, LLC
South Portland
AUM $202M · 91 accounts
Clark & Stuart Inc
Portland
AUM $196M · 180 accounts
J.m. Arbour, LLC
Gardiner
AUM $183M · 1,253 accounts
Richard Brothers, Financial Advisors
South Portland
AUM $181M · 433 accounts
Outfitter Financial
Brunswick
AUM $158M · 64 accounts
Grp Retirement Planning
Farmingdale
AUM $155M · 1,972 accounts
Maiden Cove Capital
Yarmouth
AUM $154M · 162 accounts
Blue Point Financial, Inc.
Scarborough
AUM $153M · 504 accounts
Eagle Financial Strategies
Bangor
AUM $146M · 504 accounts
Steele Street Capital LLC
Kittery
AUM $140M · 251 accounts
Gibson Financial Solutions, Inc.
Ellsworth
AUM $134M · 433 accounts
Wright Cove Capital
Portland
AUM $121M · 82 accounts
Maine Advisory Associates
Falmouth
AUM $117M · 529 accounts
Oldfield Wealth Partners
Bangor
AUM $110M · 283 accounts
Cornerstone Wealth Planning
New Gloucester
AUM $105M · 390 accounts
Guidance Point Retirement Services, LLC
Portland
AUM $88M · 8 accounts
Pine Capital
Portland
AUM $82M · 140 accounts
Portland Financial Planning Group
Portland
AUM $78M · 137 accounts
Salem Advisory Group LLC
Wells
AUM $76M · 495 accounts
Shoreline Capital Corporation
Boothbay Harbor
AUM $76M · 22 accounts
Nichols Investment Management
Bangor
AUM $60M · 38 accounts
Atlantic Coast Financial
Kennebunk
AUM $60M · 376 accounts
How many RIA firms are in this Maine directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Maine, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in Maine?
By regulatory assets under management, the largest firm in this Maine directory is H.m. Payson, headquartered in Portland, with approximately $9.1B in AUM.
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