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For asset managers
AdvisorIQ

Ranking, Maine

Fastest-growing wealth firms over three years, including broker-dealer firms in Maine

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

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 Richard Brothers, Financial Advisors Broker-dealer affiliated South Portland 20.1% $104.3 million
5 Penobscot Financial Advisors Portland 18.1% $330.6 million
6 Coston, McIsaac & Shea Financial Advisors Bar Harbor 16.9% $292.0 million
7 Portland Global Advisors LLC Portland 15.8% $757.1 million
8 Robinson Smith Wealth Advisors, LLC South Portland 15.5% $288.5 million
9 Great Diamond Partners, LLC Portland 14.1% $540.8 million
10 H.M. Payson Portland 13.7% $6.2 billion
11 Choice Wealth Advisors LLC Waterville 13.6% $220.4 million
12 RM Financial Services, LLC Falmouth 12.5% $172.4 million
13 R M Davis Inc Portland 12.3% $5.8 billion
14 Eagle Financial Strategies Bangor 12.3% $103.2 million
15 Birchbrook Bangor 11.5% $213.7 million
16 Bigelow Investment Advisors, LLC Portland 11.2% $403.7 million
17 Gilbert Capital Group North Yarmouth 10.7% $116.6 million
18 Old Port Advisors Portland 6.3% $651.0 million
19 Clark & Stuart Inc Portland 4.8% $170.1 million
20 Outfitter Financial Brunswick 4.2% $139.4 million
21 Headinvest Portland 2.4% $829.6 million

21 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.