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AdvisorIQ

Ranking, Maine

Wealth firms with the most accounts, including broker-dealer firms in Maine

As of October 2, 2026, R M Davis Inc ranked #1 in Maine in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 6,124.

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

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 R M Davis Inc Portland 6,124
2 H.M. Payson Portland 4,308
3 Means Wealth Management Bangor 3,520
4 Old Port Advisors Portland 2,245
5 GRP Retirement Planning Farmingdale 1,972
6 Penobscot Financial Advisors Portland 1,811
7 Great Diamond Partners, LLC Portland 1,736
8 Coston, McIsaac & Shea Financial Advisors Bar Harbor 1,254
9 J.M. Arbour, LLC Gardiner 1,253
10 Choice Wealth Advisors LLC Waterville 1,247
11 Headinvest Portland 1,107
12 Portland Global Advisors LLC Portland 1,010
13 RM Financial Services, LLC Falmouth 980
14 Robinson Smith Wealth Advisors, LLC South Portland 903
15 Bigelow Investment Advisors, LLC Portland 895
16 Birchbrook Bangor 863
17 Maine Advisory Associates Falmouth 529
18 Eagle Financial Strategies Bangor 504
18 Blue Point Financial, Inc. Scarborough 504
20 Aries Wealth Management, LLC Portland 497
21 Salem Advisory Group LLC Wells 495
22 Bennett Selby Investments, L.P. Falmouth 447
23 Richard Brothers, Financial Advisors Broker-dealer affiliated South Portland 433
23 Gibson Financial Solutions, Inc. Ellsworth 433
25 Conscious Capital Scarborough 426
26 Cornerstone Wealth Planning New Gloucester 390
27 Logbook Financial Planning, LLC Rockport 388
28 Atlantic Coast Financial Kennebunk 376
29 Gilbert Capital Group North Yarmouth 334
30 Oldfield Wealth Partners Bangor 283
31 Bogue Asset Management LLC Wells 280
32 Tonge Investments Belgrade 237
33 Schultz Retirement Income Solutions, Inc. Rockland 218
34 August Wealth Group, Inc. Bristol 210
35 Azimuth Capital Management, LLC Winthrop 202
36 August Wealth Management Portland 201
37 Clark & Stuart Inc Portland 180
38 O'Brien Asset Management Eliot 168
39 Maiden Cove Capital Yarmouth 162
39 Dirigo Financial LLC North Berwick 162
41 Birch Point Wealth Management LLC Rockport 149
42 Pine Capital Portland 140
43 Portland Financial Planning Group Portland 137
43 J. Murphy Asset and Tax Management Westbrook 137
45 Warren Financial, LLC Bangor 132
46 Portland Investment Advisors, LLC. Island Falls 120
47 Stewardship Financial Plainning, LLC Readfield 110
48 Silver Maple Financial, LLC Kittery 105
49 James Heavey Wealth Advisors, LLC Rockport 103
50 Able Money LLC North Yarmouth 95
51 Abbington Investment Group, LLC South Portland 91
52 Strategic Financial Alliance, LLC Poland 88
53 Black Brook Financial Planning Gorham 83
54 Wright Cove Capital Portland 82
55 Chess Financial Planning LLC Springvale 80
56 Drach Advisors LLC Blue Hill 75
57 Stillwater Investing Veazie 68
58 Outfitter Financial Brunswick 64
59 Maine Center for Wealth Management, LLC Augusta 61
60 Freedom Wealth Advisors, LLC North Yarmouth 60
60 Letteney Financial Advisory, LLC Waldoboro 60
62 Silver Accounting Service Inc. DBA Silver Financial Service Westbrook 54
63 Zen Financial Planning, LLC York 48
64 Kirkwood Private, LLC Scarborough 44
65 Northwoods Wealth Management Boothbay Harbor 30
66 The Gold Company Old Orchard Beach 29
67 Maine Securities Corporation Broker-dealer affiliated Portland 26
68 Integral Financial Planners Rockport 23
69 Shoreline Capital Corporation Boothbay Harbor 22
70 Marshall Point Advisors LLC Port Clyde 16
70 Flying Point Advisors Freeport 16
72 Sonder Partners, LLC Kennebunkport 12
73 Kingfisher Capital Management LLC York 11
74 Samara Financial, Inc. Portland 9
74 New England Financial Services Falmouth 9
76 Black Harbor Financial Boothbay Harbor 6
77 Educated Investors LLC Scarborough 5
78 Roger F. Woodman Jr. & Co. Portland 3

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.