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AdvisorIQ

Ranking, Maine

Fastest-growing wealth firms over one year, including broker-dealer firms in Maine

As of October 2, 2026, Abbington Investment Group, LLC ranked #1 in Maine in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 64.4%, from a base of $122.9 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Abbington Investment Group, LLC South Portland 64.4% $122.9 million
2 GRP Retirement Planning Farmingdale 41.3% $109.9 million
3 Blue Point Financial, Inc. Scarborough 34.7% $113.3 million
4 Great Diamond Partners, LLC Portland 31.1% $613.4 million
5 Maiden Cove Capital Yarmouth 25.7% $122.3 million
6 Penobscot Financial Advisors Portland 25.3% $434.5 million
7 Aries Wealth Management, LLC Portland 24.1% $530.7 million
8 Richard Brothers, Financial Advisors Broker-dealer affiliated South Portland 23.8% $145.9 million
9 Means Wealth Management Bangor 22.0% $1.3 billion
10 Bennett Selby Investments, L.P. Falmouth 20.1% $279.6 million
11 Wright Cove Capital Portland 19.9% $100.6 million
12 J.M. Arbour, LLC Gardiner 18.9% $154.0 million
13 Portland Global Advisors LLC Portland 16.8% $1.0 billion
14 Bigelow Investment Advisors, LLC Portland 16.6% $476.2 million
15 Clark & Stuart Inc Portland 16.5% $167.8 million
16 Coston, McIsaac & Shea Financial Advisors Bar Harbor 15.1% $405.7 million
17 Birchbrook Bangor 14.5% $259.0 million
18 Gilbert Capital Group North Yarmouth 13.1% $139.9 million
19 Eagle Financial Strategies Bangor 12.6% $129.7 million
20 R M Davis Inc Portland 12.2% $7.3 billion
21 H.M. Payson Portland 11.8% $8.1 billion
22 RM Financial Services, LLC Falmouth 11.0% $221.1 million
23 Robinson Smith Wealth Advisors, LLC South Portland 10.3% $403.2 million
24 Choice Wealth Advisors LLC Waterville 10.1% $293.7 million
25 Oldfield Wealth Partners Bangor 8.6% $101.3 million
26 Gibson Financial Solutions, Inc. Ellsworth 7.1% $124.9 million
27 Old Port Advisors Portland 4.9% $746.4 million
28 Outfitter Financial Brunswick 0.5% $156.9 million
29 Headinvest Portland -8.0% $969.7 million

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

More rankings

Fastest growing 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.