Research Report · 2026-05-31
Institutional Registered Investment Advisers in Maine
SEC-registered investment advisers in Maine ranked by reported institutional client assets.
Firms
24
Total AUM
$27.48B
Median AUM
$384.1M
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 | HARPSWELL CAPITAL ADVISORS, LLC | YARMOUTH | 168996 | $587.0M | 5 | 2026-05-31 | → |
| 3 | R M DAVIS INC | PORTLAND | 105448 | $8.15B | 63 | 2026-03-31 | → |
| 4 | MEANS INVESTMENT CO., INC. | BANGOR | 2748 | $1.59B | 24 | 2026-03-31 | → |
| 5 | BIGELOW INVESTMENT ADVISORS, LLC | PORTLAND | 143733 | $555.2M | 8 | 2026-05-31 | → |
| 6 | OLD PORT ADVISORS, INC | PORTLAND | 108228 | $782.8M | 14 | 2026-05-31 | → |
| 7 | ARIES WEALTH MANAGEMENT, LLC | PORTLAND | 175477 | $658.6M | 6 | 2026-03-31 | → |
| 8 | GUIDANCE POINT RETIREMENT SERVICES, LLC | PORTLAND | 161000 | $88.2M | 8 | 2026-05-31 | → |
| 9 | HEADINVEST, LLC | PORTLAND | 140518 | $891.8M | 13 | 2026-03-31 | → |
| 10 | STEELE STREET CAPITAL LLC | KITTERY | 331520 | $140.5M | 3 | 2026-03-31 | → |
| 11 | PORTLAND GLOBAL ADVISORS LLC | PORTLAND | 109127 | $1.17B | 13 | 2026-03-31 | → |
| 12 | MAIDEN COVE CAPITAL, LLC | YARMOUTH | 312478 | $153.7M | 3 | 2026-03-31 | → |
| 13 | OUTFITTERS FINANCIAL LLC | BRUNSWICK | 291413 | $157.7M | 4 | 2026-03-31 | → |
| 14 | BIRCHBROOK | BANGOR | 105164 | $296.5M | 7 | 2026-04-30 | → |
| 15 | GREAT DIAMOND PARTNERS, LLC | PORTLAND | 299598 | $804.1M | 12 | 2026-04-30 | → |
| 16 | RM FINANCIAL SERVICES, LLC | FALMOUTH | 304297 | $245.4M | 4 | 2026-03-31 | → |
| 17 | CHOICE WEALTH ADVISORS LLC | WATERVILLE | 297745 | $323.3M | 4 | 2026-02-28 | → |
| 18 | ALPHA CAPITAL ADVISORS, INC. | BANGOR | 138825 | $146.0M | 6 | 2026-03-31 | → |
| 19 | BLUE POINT FINANCIAL, INC. | SCARBOROUGH | 299688 | $152.7M | 3 | 2026-03-31 | → |
| 20 | CLARK & STUART INC | PORTLAND | 107991 | $195.6M | 4 | 2026-03-31 | → |
| 21 | ROBINSON SMITH WEALTH ADVISORS, LLC | SOUTH PORTLAND | 123098 | $444.9M | 8 | 2026-02-28 | → |
| 22 | ALLEGIANCE FINANCIAL GROUP, INC. | SOUTH PORTLAND | 113826 | $180.6M | 10 | 2026-03-31 | → |
| 23 | PENOBSCOT WEALTH MANAGEMENT | PORTLAND | 286211 | $544.5M | 12 | 2026-04-30 | → |
| 24 | VOLK FINANCIAL LLC | FALMOUTH | 311679 | $116.5M | 3 | 2026-05-31 | → |
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