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For asset managers

Ranking, Maine

Fastest-growing independent RIAs over three years in Maine

As of October 2, 2026, Bennett Selby Investments, L.P. ranked #1 in Maine in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 31.4%, from a base of $148.0 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Fastest-growing independent RIAs over three years in Maine
Rank Firm City Growth Starting value
1 Bennett Selby Investments, L.P. Falmouth 31.4% $148.0 million
2 Means Wealth Management Bangor 28.9% $743.8 million
3 Aries Wealth Management, LLC Portland 22.1% $361.5 million
4 Penobscot Financial Advisors Portland 18.1% $330.6 million
5 Coston, McIsaac & Shea Financial Advisors Bar Harbor 16.9% $292.0 million
6 Portland Global Advisors LLC Portland 15.8% $757.1 million
7 Robinson Smith Wealth Advisors, LLC South Portland 15.5% $288.5 million
8 Great Diamond Partners, LLC Portland 14.1% $540.8 million
9 H.M. Payson Portland 13.7% $6.2 billion
10 Choice Wealth Advisors LLC Waterville 13.6% $220.4 million
11 RM Financial Services, LLC Falmouth 12.5% $172.4 million
12 R M Davis Inc Portland 12.3% $5.8 billion
13 Eagle Financial Strategies Bangor 12.3% $103.2 million
14 Birchbrook Bangor 11.5% $213.7 million
15 Bigelow Investment Advisors, LLC Portland 11.2% $403.7 million
16 Gilbert Capital Group North Yarmouth 10.7% $116.6 million
17 Old Port Advisors Portland 6.3% $651.0 million
18 Clark & Stuart Inc Portland 4.8% $170.1 million
19 Outfitter Financial Brunswick 4.2% $139.4 million
20 Headinvest Portland 2.4% $829.6 million

20 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 3 years by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.