National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Maine

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 Maine involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Maine

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Maine that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Maine. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Maine

Top Financial Advisor Firms in Maine (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
VIGILANT CAPITAL MANAGEMENT, LLC
One Monument Square, Suite 601 Portland, ME 4101
119642 $2,240,163,925 1534 A percentage of AUM
GREENBACKER CAPITAL MANAGEMENT LLC
30 Danforth Street, Suite 206 Portland, ME 4101
277101 $1,972,908,000 3 A percentage of AUM
Performance Based
OLD PORT ADVISORS, INC
130 Middle Street, 2nd Floor Portland, ME 4101
108228 $1,108,742,667 2151 A percentage of AUM
Hourly charges
Fixed fees
MEANS WEALTH MANAGEMENT
802 Stillwater Ave., Bangor, ME 04401-3614
2748 $860,271,260 2524 A percentage of AUM
Other (PROVIDE GENERAL INVESTMENT ADVICE FOR A NEGOTIATED FEE)
GREAT DIAMOND PARTNERS, LLC
22 Monument Square, Suite 300 Portland, ME 4101
299598 $671,174,324 1392 A percentage of AUM
Hourly charges
Fixed fees
HARPSWELL CAPITAL ADVISORS, LLC
41 Campus Drive, Suite 203 New Gloucester, ME 4260
168996 $471,857,659 116 A percentage of AUM
ROBINSON SMITH WEALTH ADVISORS, LLC
2 Monument Square, Suite 501 Portland, ME 4101
123098 $392,180,792 847 A percentage of AUM
Fixed fees
BIGELOW INVESTMENT ADVISORS, LLC
4 Moulton Street, Portland, ME 4101
143733 $383,895,357 800 A percentage of AUM
Hourly charges
Fixed fees
ARIES WEALTH MANAGEMENT, LLC
183 Middle Street, Suite 4b Portland, ME 4101
175477 $367,462,622 335 A percentage of AUM
VANCEGRAY WEALTH MANAGEMENT, INC.
128 Broadway, Bangor, ME 4401
142613 $278,071,751 1694 A percentage of AUM
Hourly charges
Fixed fees
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806
194515 $250,807,048 1158 A percentage of AUM
Fixed fees
CLARK & STUART INC
1945 Congress Street Building A, Portland, ME 4102
107991 $158,696,475 176 A percentage of AUM
ALTERITY FINANCIAL GROUP, LLC
21 Main Street, Suite 201 Bangor, ME 4401
153534 $156,622,532 545 A percentage of AUM
Fixed fees
EAGLE FINANCIAL STRATEGIES
One Cumberland Place, Suite 204 Bangor, ME 4401
138825 $127,569,848 498 A percentage of AUM
Hourly charges
Fixed fees
J.M. ARBOUR, LLC
77 Water Street, Hallowell, ME 4347
313352 $106,071,105 1047 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Maine

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Adelphi Group
Inquire with Adelphi
Two Portland Sq, Ste 700 Portland, ME 04101 207-772-1894
Aram Alex Khavari
Inquire with Aram
23 Water Street, Bangor, ME 04401 207-561-2017
Andrew Hess
Inquire with Andrew
Two Portland Sq, Ste 700 Portland, ME 04101 207-228-2661
Andrew P. Thomas
Inquire with Andrew
100 Middle St, 3rd Fl Portland, ME 04101 207-771-0855
Bob Daggett
Inquire with Bob
15 Sky View Dr, Ste 102 Cumberland Foreside, ME 04110 207-805-1111
Braden A Lafauce
Inquire with Braden
Two Portland Sq, Ste 700 Portland, ME 04101 207-228-2666
Brendon Porter
Inquire with Brendon
Two Portland Sq, Ste 700 Portland, ME 04101 207-228-2652
Brian R. McHugh
Inquire with Brian
100 Middle St, 3rd Fl Portland, ME 04101 207-771-0849
BGA Retirement Advisors
Inquire with BGA
103 Park St, Lewiston, ME 04240 207-689-3400
Brian P Mavor
Inquire with Brian
100 Middle St, 3rd Fl Portland, ME 04101 207-771-0826

Select other cities around Maine to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors