Ranking, Maine

Independent RIAs with the most clients in Maine

As of October 2, 2026, H.M. Payson ranked #1 in Maine in AdvisorIQ's ranking of independent RIAs with the most clients, with 4,308.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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.

Independent RIAs with the most clients in Maine
Rank	Firm	City	Most clients
1	H.M. Payson	Portland	4,308
2	Coston, McIsaac & Shea Financial Advisors	Bar Harbor	2,508
3	R M Davis Inc	Portland	2,437
4	Means Wealth Management	Bangor	1,375
5	Old Port Advisors	Portland	856
6	GRP Retirement Planning	Farmingdale	848
7	J.M. Arbour, LLC	Gardiner	720
8	Choice Wealth Advisors LLC	Waterville	622
9	Penobscot Financial Advisors	Portland	590
10	Great Diamond Partners, LLC	Portland	534
11	Tonge Investments	Belgrade	473
12	Headinvest	Portland	445
13	RM Financial Services, LLC	Falmouth	402
14	Clark & Stuart Inc	Portland	360
15	Bigelow Investment Advisors, LLC	Portland	338
16	Birchbrook	Bangor	323
17	Portland Global Advisors LLC	Portland	304
18	Eagle Financial Strategies	Bangor	295
19	Salem Advisory Group LLC	Wells	292
20	Atlantic Coast Financial	Kennebunk	248
21	Robinson Smith Wealth Advisors, LLC	South Portland	232
22	Cornerstone Wealth Planning	New Gloucester	196
23	Bennett Selby Investments, L.P.	Falmouth	194
24	Blue Point Financial, Inc.	Scarborough	187
25	Gibson Financial Solutions, Inc.	Ellsworth	182
26	Maine Advisory Associates	Falmouth	176
27	Aries Wealth Management, LLC	Portland	164
28	Conscious Capital	Scarborough	155
29	Gilbert Capital Group	North Yarmouth	144
30	Freedom Wealth Advisors, LLC	North Yarmouth	120
31	Schultz Retirement Income Solutions, Inc.	Rockland	110
32	James Heavey Wealth Advisors, LLC	Rockport	106
33	J. Murphy Asset and Tax Management	Westbrook	95
34	Oldfield Wealth Partners	Bangor	93
35	Letteney Financial Advisory, LLC	Waldoboro	90
36	August Wealth Management	Portland	85
36	Birch Point Wealth Management LLC	Rockport	85
38	O'Brien Asset Management	Eliot	84
39	Logbook Financial Planning, LLC	Rockport	83
40	Azimuth Capital Management, LLC	Winthrop	82
41	Pine Capital	Portland	77
42	Bogue Asset Management LLC	Wells	69
43	Portland Investment Advisors, LLC.	Island Falls	64
43	Outfitter Financial	Brunswick	64
45	Silver Accounting Service Inc. DBA Silver Financial Service	Westbrook	63
46	August Wealth Group, Inc.	Bristol	61
46	Maine Center for Wealth Management, LLC	Augusta	61
48	Maiden Cove Capital	Yarmouth	52
49	Abbington Investment Group, LLC	South Portland	50
50	Dirigo Financial LLC	North Berwick	49
51	Warren Financial, LLC	Bangor	47
52	Stillwater Investing	Veazie	45
52	Intent Advice, Inc.	Yarmouth	45
54	Stewardship Financial Plainning, LLC	Readfield	42
55	Wright Cove Capital	Portland	41
56	Drach Advisors LLC	Blue Hill	39
56	Black Brook Financial Planning	Gorham	39
58	Chess Financial Planning LLC	Springvale	37
59	Strategic Financial Alliance, LLC	Poland	34
60	Portland Financial Planning Group	Portland	33
61	The Gold Company	Old Orchard Beach	29
61	Silver Maple Financial, LLC	Kittery	29
63	Zen Financial Planning, LLC	York	24
64	Flying Point Advisors	Freeport	23
65	Able Money LLC	North Yarmouth	21
66	Educated Investors LLC	Scarborough	20
67	Shoreline Capital Corporation	Boothbay Harbor	14
68	Kirkwood Private, LLC	Scarborough	13
68	New England Financial Services	Falmouth	13
70	Integral Financial Planners	Rockport	12
71	Marshall Point Advisors LLC	Port Clyde	9
71	Samara Financial, Inc.	Portland	9
73	Black Harbor Financial	Boothbay Harbor	6
74	Thibeau Financial Consulting, LLC	Bangor	4
74	Kingfisher Capital Management LLC	York	4
76	Sonder Partners, LLC	Kennebunkport	2

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

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Most clients 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.