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For asset managers
AdvisorIQ

Ranking, Maine

Largest independent RIAs by assets under management in Maine

As of October 2, 2026, H.M. Payson ranked #1 in Maine in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $9.1 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 H.M. Payson Portland $9.1 billion
2 R M Davis Inc Portland $8.2 billion
3 Means Wealth Management Bangor $1.6 billion
4 Portland Global Advisors LLC Portland $1.2 billion
5 Headinvest Portland $891.8 million
6 Great Diamond Partners, LLC Portland $804.1 million
7 Old Port Advisors Portland $782.8 million
8 Aries Wealth Management, LLC Portland $658.6 million
9 Bigelow Investment Advisors, LLC Portland $555.2 million
10 Penobscot Financial Advisors Portland $544.5 million
11 Coston, McIsaac & Shea Financial Advisors Bar Harbor $466.9 million
12 Robinson Smith Wealth Advisors, LLC South Portland $444.9 million
13 Bennett Selby Investments, L.P. Falmouth $335.9 million
14 Choice Wealth Advisors LLC Waterville $323.3 million
15 Birchbrook Bangor $296.5 million
16 RM Financial Services, LLC Falmouth $245.4 million
17 Abbington Investment Group, LLC South Portland $202.1 million
18 Clark & Stuart Inc Portland $195.6 million
19 J.M. Arbour, LLC Gardiner $183.2 million
20 Gilbert Capital Group North Yarmouth $158.1 million
21 Outfitter Financial Brunswick $157.7 million
22 GRP Retirement Planning Farmingdale $155.3 million
23 Maiden Cove Capital Yarmouth $153.7 million
24 Blue Point Financial, Inc. Scarborough $152.7 million
25 Eagle Financial Strategies Bangor $146.0 million
26 Gibson Financial Solutions, Inc. Ellsworth $133.7 million
27 Wright Cove Capital Portland $120.7 million
28 Maine Advisory Associates Falmouth $116.5 million
29 Oldfield Wealth Partners Bangor $110.0 million
30 Cornerstone Wealth Planning New Gloucester $104.7 million
31 Bogue Asset Management LLC Wells $92.7 million
32 Logbook Financial Planning, LLC Rockport $83.6 million
33 Pine Capital Portland $81.5 million
34 Portland Financial Planning Group Portland $78.4 million
35 Salem Advisory Group LLC Wells $76.2 million
36 Shoreline Capital Corporation Boothbay Harbor $75.5 million
37 Conscious Capital Scarborough $68.0 million
38 Atlantic Coast Financial Kennebunk $59.7 million
39 Stewardship Financial Plainning, LLC Readfield $56.0 million
40 Kirkwood Private, LLC Scarborough $53.2 million
41 August Wealth Group, Inc. Bristol $48.9 million
42 Tonge Investments Belgrade $48.0 million
43 Birch Point Wealth Management LLC Rockport $41.1 million
44 Dirigo Financial LLC North Berwick $41.0 million
45 Strategic Financial Alliance, LLC Poland $39.7 million
46 Black Brook Financial Planning Gorham $39.4 million
47 Able Money LLC North Yarmouth $39.2 million
48 Azimuth Capital Management, LLC Winthrop $35.9 million
49 O'Brien Asset Management Eliot $34.3 million
50 August Wealth Management Portland $30.4 million
51 Schultz Retirement Income Solutions, Inc. Rockland $28.0 million
52 Warren Financial, LLC Bangor $27.9 million
53 J. Murphy Asset and Tax Management Westbrook $27.3 million
54 Maine Center for Wealth Management, LLC Augusta $25.4 million
55 Portland Investment Advisors, LLC. Island Falls $21.5 million
56 Drach Advisors LLC Blue Hill $21.1 million
57 Silver Maple Financial, LLC Kittery $19.3 million
58 The Gold Company Old Orchard Beach $17.2 million
59 James Heavey Wealth Advisors, LLC Rockport $17.0 million
60 Zen Financial Planning, LLC York $14.1 million
61 Silver Accounting Service Inc. DBA Silver Financial Service Westbrook $13.8 million
62 Chess Financial Planning LLC Springvale $13.0 million
63 Freedom Wealth Advisors, LLC North Yarmouth $11.7 million
64 Marshall Point Advisors LLC Port Clyde $11.4 million
65 Integral Financial Planners Rockport $8.9 million
66 Kingfisher Capital Management LLC York $6.9 million
67 Northwoods Wealth Management Boothbay Harbor $6.0 million
68 Flying Point Advisors Freeport $4.3 million
69 Sonder Partners, LLC Kennebunkport $3.8 million
70 Roger F. Woodman Jr. & Co. Portland $3.2 million
71 Letteney Financial Advisory, LLC Waldoboro $2.3 million
72 New England Financial Services Falmouth $1.8 million
73 Stillwater Investing Veazie $1.8 million
74 Educated Investors LLC Scarborough $1.8 million
75 Black Harbor Financial Boothbay Harbor $1.7 million
76 Samara Financial, Inc. Portland $770,819

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

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Largest 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.