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AdvisorIQ

Ranking, Maine

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 20.6%, from a base of $131.5 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 five years between the SEC snapshots of October 4, 2021 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 20.6% $131.5 million
2 Coston, McIsaac & Shea Financial Advisors Bar Harbor 19.7% $190.1 million
3 Penobscot Financial Advisors Portland 18.9% $229.2 million
4 Means Wealth Management Bangor 18.8% $673.9 million
5 Aries Wealth Management, LLC Portland 17.7% $291.5 million
6 RM Financial Services, LLC Falmouth 14.3% $125.5 million
7 H.M. Payson Portland 11.9% $5.2 billion
8 Portland Global Advisors LLC Portland 11.5% $680.2 million
9 Choice Wealth Advisors LLC Waterville 11.1% $191.3 million
10 R M Davis Inc Portland 8.7% $5.4 billion
11 Bigelow Investment Advisors, LLC Portland 8.5% $369.8 million
12 Great Diamond Partners, LLC Portland 7.8% $551.2 million
13 Clark & Stuart Inc Portland 7.1% $139.0 million
14 Birchbrook Bangor 7.0% $211.5 million
15 Gilbert Capital Group North Yarmouth 5.6% $120.6 million
16 Robinson Smith Wealth Advisors, LLC South Portland 5.2% $344.8 million
17 Eagle Financial Strategies Bangor 4.6% $116.5 million
18 Headinvest Portland 2.7% $782.4 million
19 Outfitter Financial Brunswick 2.3% $140.9 million
20 Old Port Advisors Portland -3.0% $910.6 million

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

More rankings

Fastest growing, 5 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.