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AdvisorIQ

Ranking, Maine

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

As of October 2, 2026, H.M. Payson ranked #1 in Maine in AdvisorIQ's ranking of wealth firms with the most clients, including broker-dealer firms, with 4,308.

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

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.

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 Richard Brothers, Financial Advisors Broker-dealer affiliated South Portland 177
27 Maine Advisory Associates Falmouth 176
28 Aries Wealth Management, LLC Portland 164
29 Conscious Capital Scarborough 155
30 Gilbert Capital Group North Yarmouth 144
31 Freedom Wealth Advisors, LLC North Yarmouth 120
32 Schultz Retirement Income Solutions, Inc. Rockland 110
33 James Heavey Wealth Advisors, LLC Rockport 106
34 J. Murphy Asset and Tax Management Westbrook 95
35 Oldfield Wealth Partners Bangor 93
36 Letteney Financial Advisory, LLC Waldoboro 90
37 August Wealth Management Portland 85
37 Birch Point Wealth Management LLC Rockport 85
39 O'Brien Asset Management Eliot 84
40 Logbook Financial Planning, LLC Rockport 83
41 Azimuth Capital Management, LLC Winthrop 82
42 Pine Capital Portland 77
43 Bogue Asset Management LLC Wells 69
44 Portland Investment Advisors, LLC. Island Falls 64
44 Outfitter Financial Brunswick 64
46 Silver Accounting Service Inc. DBA Silver Financial Service Westbrook 63
47 August Wealth Group, Inc. Bristol 61
47 Maine Center for Wealth Management, LLC Augusta 61
49 Maine Securities Corporation Broker-dealer affiliated Portland 53
50 Maiden Cove Capital Yarmouth 52
51 Abbington Investment Group, LLC South Portland 50
52 Dirigo Financial LLC North Berwick 49
53 Warren Financial, LLC Bangor 47
54 Stillwater Investing Veazie 45
54 Intent Advice, Inc. Yarmouth 45
56 Stewardship Financial Plainning, LLC Readfield 42
57 Wright Cove Capital Portland 41
58 Drach Advisors LLC Blue Hill 39
58 Black Brook Financial Planning Gorham 39
60 Chess Financial Planning LLC Springvale 37
61 Strategic Financial Alliance, LLC Poland 34
62 Portland Financial Planning Group Portland 33
63 The Gold Company Old Orchard Beach 29
63 Silver Maple Financial, LLC Kittery 29
65 Zen Financial Planning, LLC York 24
66 Flying Point Advisors Freeport 23
67 Able Money LLC North Yarmouth 21
68 Educated Investors LLC Scarborough 20
69 Shoreline Capital Corporation Boothbay Harbor 14
70 Kirkwood Private, LLC Scarborough 13
70 New England Financial Services Falmouth 13
72 Integral Financial Planners Rockport 12
73 Marshall Point Advisors LLC Port Clyde 9
73 Samara Financial, Inc. Portland 9
75 Black Harbor Financial Boothbay Harbor 6
76 Thibeau Financial Consulting, LLC Bangor 4
76 Kingfisher Capital Management LLC York 4
78 Sonder Partners, LLC Kennebunkport 2

78 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.