Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Maine, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Maine, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Maine have an average of 30 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
H.M. PAYSON One Portland Square, 5th Floor, Portland, ME, 4101 | 2993 | $6,182,778,190 | 3724 | A Percentage of AUM, Fixed Fees |
R M DAVIS INC 24 City Center, Portland, ME, 04101-4069 | 105448 | $5,757,647,950 | 5599 | A Percentage of AUM, Hourly charges, Fixed Fees |
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 4101 | 277101 | $3,050,000,000 | 7 | A Percentage of AUM, Performance Based |
HEADINVEST 7 Custom House St, 4th Floor Portland, ME, 04101-4194 | 140518 | $829,561,294 | 1085 | A Percentage of AUM, Hourly charges, Fixed Fees |
PORTLAND GLOBAL ADVISORS LLC 217 Commercial St, Suite 400 Portland, ME, 4101 | 109127 | $757,108,671 | 754 | A Percentage of AUM, Fixed Fees |
MEANS WEALTH MANAGEMENT 802 Stillwater Ave., Bangor, ME, 04401-3614 | 2748 | $743,799,162 | 2817 | A Percentage of AUM, Hourly charges, Other (PROVIDE GENERAL INVESTMENT ADVICE FOR A NEGOTIATED FEE) |
OLD PORT ADVISORS 130 Middle Street, 2nd Floor Portland, ME, 04101-7104 | 108228 | $651,018,800 | 2213 | A Percentage of AUM, Hourly charges, Fixed Fees |
GREAT DIAMOND PARTNERS, LLC 22 Monument Square, Suite 300 Portland, ME, 4101 | 299598 | $540,784,152 | 1475 | A Percentage of AUM, Hourly charges, Fixed Fees |
BIGELOW INVESTMENT ADVISORS, LLC 4 Moulton Street, Portland, ME, 4101 | 143733 | $403,705,773 | 844 | A Percentage of AUM, Hourly charges, Fixed Fees |
HARPSWELL CAPITAL ADVISORS, LLC 41 Campus Drive, Suite 203 New Gloucester, ME, 4260 | 168996 | $401,473,053 | 131 | A Percentage of AUM |
ARIES WEALTH MANAGEMENT, LLC 70 Center Street, 2nd Floor Portland, ME, 4101 | 175477 | $361,459,970 | 486 | A Percentage of AUM |
PENOBSCOT FINANCIAL ADVISORS One Monument Square, Suite 501 Portland, ME, 4101 | 286211 | $330,567,172 | 2053 | A Percentage of AUM, Hourly charges, Fixed Fees |
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS 38 Rodick Street-Suite B, Bar Harbor, ME, 04609-1806 | 194515 | $292,006,042 | 1301 | A Percentage of AUM, Fixed Fees |
ROBINSON SMITH WEALTH ADVISORS, LLC 2 Monument Square, Suite 501 Portland, ME, 4101 | 123098 | $288,544,299 | 782 | A Percentage of AUM, Fixed Fees |
VANCEGRAY WEALTH MANAGEMENT, INC. 128 Broadway, Bangor, ME, 4401 | 142613 | $252,609,305 | 1883 | A Percentage of AUM, Hourly charges, Fixed Fees |
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