# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/maine/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Maine
- firms_listed: 76
- rows: rank: 1, crd: 2993, firm: H.M. Payson, city: Portland, state: ME, value: 9089039931, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2993/; rank: 2, crd: 105448, firm: R M Davis Inc, city: Portland, state: ME, value: 8154674961, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105448/; rank: 3, crd: 2748, firm: Means Wealth Management, city: Bangor, state: ME, value: 1594606299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2748/; rank: 4, crd: 109127, firm: Portland Global Advisors LLC, city: Portland, state: ME, value: 1174795244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109127/; rank: 5, crd: 140518, firm: Headinvest, city: Portland, state: ME, value: 891849255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140518/; rank: 6, crd: 299598, firm: Great Diamond Partners, LLC, city: Portland, state: ME, value: 804063563, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299598/; rank: 7, crd: 108228, firm: Old Port Advisors, city: Portland, state: ME, value: 782788909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108228/; rank: 8, crd: 175477, firm: Aries Wealth Management, LLC, city: Portland, state: ME, value: 658598502, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175477/; rank: 9, crd: 143733, firm: Bigelow Investment Advisors, LLC, city: Portland, state: ME, value: 555188616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143733/; rank: 10, crd: 286211, firm: Penobscot Financial Advisors, city: Portland, state: ME, value: 544532434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286211/; rank: 11, crd: 194515, firm: Coston, McIsaac & Shea Financial Advisors, city: Bar Harbor, state: ME, value: 466919598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/194515/; rank: 12, crd: 123098, firm: Robinson Smith Wealth Advisors, LLC, city: South Portland, state: ME, value: 444890879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123098/; rank: 13, crd: 137075, firm: Bennett Selby Investments, L.P., city: Falmouth, state: ME, value: 335870177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137075/; rank: 14, crd: 297745, firm: Choice Wealth Advisors LLC, city: Waterville, state: ME, value: 323340166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297745/; rank: 15, crd: 105164, firm: Birchbrook, city: Bangor, state: ME, value: 296464387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105164/; rank: 16, crd: 304297, firm: RM Financial Services, LLC, city: Falmouth, state: ME, value: 245391882, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304297/; rank: 17, crd: 174407, firm: Abbington Investment Group, LLC, city: South Portland, state: ME, value: 202099933, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174407/; rank: 18, crd: 107991, firm: Clark & Stuart Inc, city: Portland, state: ME, value: 195585257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107991/; rank: 19, crd: 313352, firm: J.M. Arbour, LLC, city: Gardiner, state: ME, value: 183158509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313352/; rank: 20, crd: 117268, firm: Gilbert Capital Group, city: North Yarmouth, state: ME, value: 158145204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117268/; rank: 21, crd: 291413, firm: Outfitter Financial, city: Brunswick, state: ME, value: 157697840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291413/; rank: 22, crd: 333183, firm: GRP Retirement Planning, city: Farmingdale, state: ME, value: 155261578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333183/; rank: 23, crd: 312478, firm: Maiden Cove Capital, city: Yarmouth, state: ME, value: 153697129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312478/; rank: 24, crd: 299688, firm: Blue Point Financial, Inc., city: Scarborough, state: ME, value: 152671667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299688/; rank: 25, crd: 138825, firm: Eagle Financial Strategies, city: Bangor, state: ME, value: 145988854, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138825/; rank: 26, crd: 117831, firm: Gibson Financial Solutions, Inc., city: Ellsworth, state: ME, value: 133747738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117831/; rank: 27, crd: 307252, firm: Wright Cove Capital, city: Portland, state: ME, value: 120661042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307252/; rank: 28, crd: 311679, firm: Maine Advisory Associates, city: Falmouth, state: ME, value: 116549001, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311679/; rank: 29, crd: 332765, firm: Oldfield Wealth Partners, city: Bangor, state: ME, value: 109966376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332765/; rank: 30, crd: 306182, firm: Cornerstone Wealth Planning, city: New Gloucester, state: ME, value: 104687963, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306182/; rank: 31, crd: 118985, firm: Bogue Asset Management LLC, city: Wells, state: ME, value: 92677576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118985/; rank: 32, crd: 286100, firm: Logbook Financial Planning, LLC, city: Rockport, state: ME, value: 83625496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286100/; rank: 33, crd: 129889, firm: Pine Capital, city: Portland, state: ME, value: 81517885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129889/; rank: 34, crd: 116168, firm: Portland Financial Planning Group, city: Portland, state: ME, value: 78378113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116168/; rank: 35, crd: 145697, firm: Salem Advisory Group LLC, city: Wells, state: ME, value: 76199538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145697/; rank: 36, crd: 128530, firm: Shoreline Capital Corporation, city: Boothbay Harbor, state: ME, value: 75545584, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128530/; rank: 37, crd: 283947, firm: Conscious Capital, city: Scarborough, state: ME, value: 68030254, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283947/; rank: 38, crd: 311085, firm: Atlantic Coast Financial, city: Kennebunk, state: ME, value: 59650000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311085/; rank: 39, crd: 117826, firm: Stewardship Financial Plainning, LLC, city: Readfield, state: ME, value: 56000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117826/; rank: 40, crd: 139593, firm: Kirkwood Private, LLC, city: Scarborough, state: ME, value: 53180391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139593/; rank: 41, crd: 149542, firm: August Wealth Group, Inc., city: Bristol, state: ME, value: 48900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149542/; rank: 42, crd: 119651, firm: Tonge Investments, city: Belgrade, state: ME, value: 48022711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119651/; rank: 43, crd: 306596, firm: Birch Point Wealth Management LLC, city: Rockport, state: ME, value: 41104444, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306596/; rank: 44, crd: 333829, firm: Dirigo Financial LLC, city: North Berwick, state: ME, value: 41002194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333829/; rank: 45, crd: 129178, firm: Strategic Financial Alliance, LLC, city: Poland, state: ME, value: 39700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129178/; rank: 46, crd: 143111, firm: Black Brook Financial Planning, city: Gorham, state: ME, value: 39394000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143111/; rank: 47, crd: 321891, firm: Able Money LLC, city: North Yarmouth, state: ME, value: 39175695, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321891/; rank: 48, crd: 165740, firm: Azimuth Capital Management, LLC, city: Winthrop, state: ME, value: 35890375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165740/; rank: 49, crd: 144502, firm: O'Brien Asset Management, city: Eliot, state: ME, value: 34295137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144502/; rank: 50, crd: 155739, firm: August Wealth Management, city: Portland, state: ME, value: 30404369, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155739/; rank: 51, crd: 158577, firm: Schultz Retirement Income Solutions, Inc., city: Rockland, state: ME, value: 27952765, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158577/; rank: 52, crd: 334439, firm: Warren Financial, LLC, city: Bangor, state: ME, value: 27909062, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334439/; rank: 53, crd: 286006, firm: J. Murphy Asset and Tax Management, city: Westbrook, state: ME, value: 27288877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286006/; rank: 54, crd: 173884, firm: Maine Center for Wealth Management, LLC, city: Augusta, state: ME, value: 25433207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173884/; rank: 55, crd: 168536, firm: Portland Investment Advisors, LLC., city: Island Falls, state: ME, value: 21542778, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168536/; rank: 56, crd: 140247, firm: Drach Advisors LLC, city: Blue Hill, state: ME, value: 21073891, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140247/; rank: 57, crd: 143746, firm: Silver Maple Financial, LLC, city: Kittery, state: ME, value: 19278630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143746/; rank: 58, crd: 123127, firm: The Gold Company, city: Old Orchard Beach, state: ME, value: 17150000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123127/; rank: 59, crd: 287645, firm: James Heavey Wealth Advisors, LLC, city: Rockport, state: ME, value: 17027100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287645/; rank: 60, crd: 323165, firm: Zen Financial Planning, LLC, city: York, state: ME, value: 14107470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323165/; rank: 61, crd: 330484, firm: Silver Accounting Service Inc. DBA Silver Financial Service, city: Westbrook, state: ME, value: 13822431, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330484/; rank: 62, crd: 292777, firm: Chess Financial Planning LLC, city: Springvale, state: ME, value: 13000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292777/; rank: 63, crd: 165151, firm: Freedom Wealth Advisors, LLC, city: North Yarmouth, state: ME, value: 11749759, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165151/; rank: 64, crd: 143723, firm: Marshall Point Advisors LLC, city: Port Clyde, state: ME, value: 11367597, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143723/; rank: 65, crd: 327666, firm: Integral Financial Planners, city: Rockport, state: ME, value: 8877786, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327666/; rank: 66, crd: 324155, firm: Kingfisher Capital Management LLC, city: York, state: ME, value: 6850000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324155/; rank: 67, crd: 135236, firm: Northwoods Wealth Management, city: Boothbay Harbor, state: ME, value: 6000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135236/; rank: 68, crd: 330467, firm: Flying Point Advisors, city: Freeport, state: ME, value: 4333266, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330467/; rank: 69, crd: 336828, firm: Sonder Partners, LLC, city: Kennebunkport, state: ME, value: 3759000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336828/; rank: 70, crd: 119778, firm: Roger F. Woodman Jr. & Co., city: Portland, state: ME, value: 3195590, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119778/; rank: 71, crd: 305944, firm: Letteney Financial Advisory, LLC, city: Waldoboro, state: ME, value: 2285283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305944/; rank: 72, crd: 318440, firm: New England Financial Services, city: Falmouth, state: ME, value: 1840756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318440/; rank: 73, crd: 307511, firm: Stillwater Investing, city: Veazie, state: ME, value: 1812285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307511/; rank: 74, crd: 327581, firm: Educated Investors LLC, city: Scarborough, state: ME, value: 1775000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327581/; rank: 75, crd: 290015, firm: Black Harbor Financial, city: Boothbay Harbor, state: ME, value: 1682313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290015/; rank: 76, crd: 288772, firm: Samara Financial, Inc., city: Portland, state: ME, value: 770819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288772/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Maine](https://advisoriq.com/ria/states/maine/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/maine/

License: https://advisoriq.com/license/