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For asset managers
AdvisorIQ

Ranking, Maine

Largest wealth firms by assets under management, including broker-dealer firms in Maine

As of October 2, 2026, H.M. Payson ranked #1 in Maine in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $9.1 billion.

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

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 Richard Brothers, Financial Advisors Broker-dealer affiliated South Portland $180.6 million
21 Gilbert Capital Group North Yarmouth $158.1 million
22 Outfitter Financial Brunswick $157.7 million
23 GRP Retirement Planning Farmingdale $155.3 million
24 Maiden Cove Capital Yarmouth $153.7 million
25 Blue Point Financial, Inc. Scarborough $152.7 million
26 Eagle Financial Strategies Bangor $146.0 million
27 Gibson Financial Solutions, Inc. Ellsworth $133.7 million
28 Wright Cove Capital Portland $120.7 million
29 Maine Advisory Associates Falmouth $116.5 million
30 Oldfield Wealth Partners Bangor $110.0 million
31 Cornerstone Wealth Planning New Gloucester $104.7 million
32 Bogue Asset Management LLC Wells $92.7 million
33 Logbook Financial Planning, LLC Rockport $83.6 million
34 Pine Capital Portland $81.5 million
35 Portland Financial Planning Group Portland $78.4 million
36 Salem Advisory Group LLC Wells $76.2 million
37 Shoreline Capital Corporation Boothbay Harbor $75.5 million
38 Conscious Capital Scarborough $68.0 million
39 Atlantic Coast Financial Kennebunk $59.7 million
40 Stewardship Financial Plainning, LLC Readfield $56.0 million
41 Kirkwood Private, LLC Scarborough $53.2 million
42 August Wealth Group, Inc. Bristol $48.9 million
43 Tonge Investments Belgrade $48.0 million
44 Birch Point Wealth Management LLC Rockport $41.1 million
45 Dirigo Financial LLC North Berwick $41.0 million
46 Strategic Financial Alliance, LLC Poland $39.7 million
47 Black Brook Financial Planning Gorham $39.4 million
48 Able Money LLC North Yarmouth $39.2 million
49 Azimuth Capital Management, LLC Winthrop $35.9 million
50 O'Brien Asset Management Eliot $34.3 million
51 August Wealth Management Portland $30.4 million
52 Schultz Retirement Income Solutions, Inc. Rockland $28.0 million
53 Warren Financial, LLC Bangor $27.9 million
54 J. Murphy Asset and Tax Management Westbrook $27.3 million
55 Maine Securities Corporation Broker-dealer affiliated Portland $25.7 million
56 Maine Center for Wealth Management, LLC Augusta $25.4 million
57 Portland Investment Advisors, LLC. Island Falls $21.5 million
58 Drach Advisors LLC Blue Hill $21.1 million
59 Silver Maple Financial, LLC Kittery $19.3 million
60 The Gold Company Old Orchard Beach $17.2 million
61 James Heavey Wealth Advisors, LLC Rockport $17.0 million
62 Zen Financial Planning, LLC York $14.1 million
63 Silver Accounting Service Inc. DBA Silver Financial Service Westbrook $13.8 million
64 Chess Financial Planning LLC Springvale $13.0 million
65 Freedom Wealth Advisors, LLC North Yarmouth $11.7 million
66 Marshall Point Advisors LLC Port Clyde $11.4 million
67 Integral Financial Planners Rockport $8.9 million
68 Kingfisher Capital Management LLC York $6.9 million
69 Northwoods Wealth Management Boothbay Harbor $6.0 million
70 Flying Point Advisors Freeport $4.3 million
71 Sonder Partners, LLC Kennebunkport $3.8 million
72 Roger F. Woodman Jr. & Co. Portland $3.2 million
73 Letteney Financial Advisory, LLC Waldoboro $2.3 million
74 New England Financial Services Falmouth $1.8 million
75 Stillwater Investing Veazie $1.8 million
76 Educated Investors LLC Scarborough $1.8 million
77 Black Harbor Financial Boothbay Harbor $1.7 million
78 Samara Financial, Inc. Portland $770,819

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

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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.