# 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.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: 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.
- unit: count
- scope: Maine
- firms_listed: 76
- rows: rank: 1, crd: 2993, firm: H.M. Payson, city: Portland, state: ME, value: 4308, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2993/; rank: 2, crd: 194515, firm: Coston, McIsaac & Shea Financial Advisors, city: Bar Harbor, state: ME, value: 2508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/194515/; rank: 3, crd: 105448, firm: R M Davis Inc, city: Portland, state: ME, value: 2437, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105448/; rank: 4, crd: 2748, firm: Means Wealth Management, city: Bangor, state: ME, value: 1375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2748/; rank: 5, crd: 108228, firm: Old Port Advisors, city: Portland, state: ME, value: 856, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108228/; rank: 6, crd: 333183, firm: GRP Retirement Planning, city: Farmingdale, state: ME, value: 848, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333183/; rank: 7, crd: 313352, firm: J.M. Arbour, LLC, city: Gardiner, state: ME, value: 720, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313352/; rank: 8, crd: 297745, firm: Choice Wealth Advisors LLC, city: Waterville, state: ME, value: 622, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297745/; rank: 9, crd: 286211, firm: Penobscot Financial Advisors, city: Portland, state: ME, value: 590, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286211/; rank: 10, crd: 299598, firm: Great Diamond Partners, LLC, city: Portland, state: ME, value: 534, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299598/; rank: 11, crd: 119651, firm: Tonge Investments, city: Belgrade, state: ME, value: 473, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119651/; rank: 12, crd: 140518, firm: Headinvest, city: Portland, state: ME, value: 445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140518/; rank: 13, crd: 304297, firm: RM Financial Services, LLC, city: Falmouth, state: ME, value: 402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304297/; rank: 14, crd: 107991, firm: Clark & Stuart Inc, city: Portland, state: ME, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107991/; rank: 15, crd: 143733, firm: Bigelow Investment Advisors, LLC, city: Portland, state: ME, value: 338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143733/; rank: 16, crd: 105164, firm: Birchbrook, city: Bangor, state: ME, value: 323, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105164/; rank: 17, crd: 109127, firm: Portland Global Advisors LLC, city: Portland, state: ME, value: 304, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109127/; rank: 18, crd: 138825, firm: Eagle Financial Strategies, city: Bangor, state: ME, value: 295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138825/; rank: 19, crd: 145697, firm: Salem Advisory Group LLC, city: Wells, state: ME, value: 292, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145697/; rank: 20, crd: 311085, firm: Atlantic Coast Financial, city: Kennebunk, state: ME, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311085/; rank: 21, crd: 123098, firm: Robinson Smith Wealth Advisors, LLC, city: South Portland, state: ME, value: 232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123098/; rank: 22, crd: 306182, firm: Cornerstone Wealth Planning, city: New Gloucester, state: ME, value: 196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306182/; rank: 23, crd: 137075, firm: Bennett Selby Investments, L.P., city: Falmouth, state: ME, value: 194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137075/; rank: 24, crd: 299688, firm: Blue Point Financial, Inc., city: Scarborough, state: ME, value: 187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299688/; rank: 25, crd: 117831, firm: Gibson Financial Solutions, Inc., city: Ellsworth, state: ME, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117831/; rank: 26, crd: 311679, firm: Maine Advisory Associates, city: Falmouth, state: ME, value: 176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311679/; rank: 27, crd: 175477, firm: Aries Wealth Management, LLC, city: Portland, state: ME, value: 164, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175477/; rank: 28, crd: 283947, firm: Conscious Capital, city: Scarborough, state: ME, value: 155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283947/; rank: 29, crd: 117268, firm: Gilbert Capital Group, city: North Yarmouth, state: ME, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117268/; rank: 30, crd: 165151, firm: Freedom Wealth Advisors, LLC, city: North Yarmouth, state: ME, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165151/; rank: 31, crd: 158577, firm: Schultz Retirement Income Solutions, Inc., city: Rockland, state: ME, value: 110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158577/; rank: 32, crd: 287645, firm: James Heavey Wealth Advisors, LLC, city: Rockport, state: ME, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287645/; rank: 33, crd: 286006, firm: J. Murphy Asset and Tax Management, city: Westbrook, state: ME, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286006/; rank: 34, crd: 332765, firm: Oldfield Wealth Partners, city: Bangor, state: ME, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332765/; rank: 35, crd: 305944, firm: Letteney Financial Advisory, LLC, city: Waldoboro, state: ME, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305944/; rank: 36, crd: 155739, firm: August Wealth Management, city: Portland, state: ME, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155739/; rank: 36, crd: 306596, firm: Birch Point Wealth Management LLC, city: Rockport, state: ME, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306596/; rank: 38, crd: 144502, firm: O'Brien Asset Management, city: Eliot, state: ME, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144502/; rank: 39, crd: 286100, firm: Logbook Financial Planning, LLC, city: Rockport, state: ME, value: 83, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286100/; rank: 40, crd: 165740, firm: Azimuth Capital Management, LLC, city: Winthrop, state: ME, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165740/; rank: 41, crd: 129889, firm: Pine Capital, city: Portland, state: ME, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129889/; rank: 42, crd: 118985, firm: Bogue Asset Management LLC, city: Wells, state: ME, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118985/; rank: 43, crd: 168536, firm: Portland Investment Advisors, LLC., city: Island Falls, state: ME, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168536/; rank: 43, crd: 291413, firm: Outfitter Financial, city: Brunswick, state: ME, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291413/; rank: 45, crd: 330484, firm: Silver Accounting Service Inc. DBA Silver Financial Service, city: Westbrook, state: ME, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330484/; rank: 46, crd: 149542, firm: August Wealth Group, Inc., city: Bristol, state: ME, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149542/; rank: 46, crd: 173884, firm: Maine Center for Wealth Management, LLC, city: Augusta, state: ME, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173884/; rank: 48, crd: 312478, firm: Maiden Cove Capital, city: Yarmouth, state: ME, value: 52, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312478/; rank: 49, crd: 174407, firm: Abbington Investment Group, LLC, city: South Portland, state: ME, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174407/; rank: 50, crd: 333829, firm: Dirigo Financial LLC, city: North Berwick, state: ME, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333829/; rank: 51, crd: 334439, firm: Warren Financial, LLC, city: Bangor, state: ME, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334439/; rank: 52, crd: 307511, firm: Stillwater Investing, city: Veazie, state: ME, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307511/; rank: 52, crd: 322060, firm: Intent Advice, Inc., city: Yarmouth, state: ME, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322060/; rank: 54, crd: 117826, firm: Stewardship Financial Plainning, LLC, city: Readfield, state: ME, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117826/; rank: 55, crd: 307252, firm: Wright Cove Capital, city: Portland, state: ME, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307252/; rank: 56, crd: 140247, firm: Drach Advisors LLC, city: Blue Hill, state: ME, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140247/; rank: 56, crd: 143111, firm: Black Brook Financial Planning, city: Gorham, state: ME, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143111/; rank: 58, crd: 292777, firm: Chess Financial Planning LLC, city: Springvale, state: ME, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292777/; rank: 59, crd: 129178, firm: Strategic Financial Alliance, LLC, city: Poland, state: ME, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129178/; rank: 60, crd: 116168, firm: Portland Financial Planning Group, city: Portland, state: ME, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116168/; rank: 61, crd: 123127, firm: The Gold Company, city: Old Orchard Beach, state: ME, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123127/; rank: 61, crd: 143746, firm: Silver Maple Financial, LLC, city: Kittery, state: ME, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143746/; rank: 63, crd: 323165, firm: Zen Financial Planning, LLC, city: York, state: ME, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323165/; rank: 64, crd: 330467, firm: Flying Point Advisors, city: Freeport, state: ME, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330467/; rank: 65, crd: 321891, firm: Able Money LLC, city: North Yarmouth, state: ME, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321891/; rank: 66, crd: 327581, firm: Educated Investors LLC, city: Scarborough, state: ME, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327581/; rank: 67, crd: 128530, firm: Shoreline Capital Corporation, city: Boothbay Harbor, state: ME, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128530/; rank: 68, crd: 139593, firm: Kirkwood Private, LLC, city: Scarborough, state: ME, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139593/; rank: 68, crd: 318440, firm: New England Financial Services, city: Falmouth, state: ME, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318440/; rank: 70, crd: 327666, firm: Integral Financial Planners, city: Rockport, state: ME, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327666/; rank: 71, crd: 143723, firm: Marshall Point Advisors LLC, city: Port Clyde, state: ME, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143723/; rank: 71, crd: 288772, firm: Samara Financial, Inc., city: Portland, state: ME, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288772/; rank: 73, crd: 290015, firm: Black Harbor Financial, city: Boothbay Harbor, state: ME, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290015/; rank: 74, crd: 284309, firm: Thibeau Financial Consulting, LLC, city: Bangor, state: ME, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284309/; rank: 74, crd: 324155, firm: Kingfisher Capital Management LLC, city: York, state: ME, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324155/; rank: 76, crd: 336828, firm: Sonder Partners, LLC, city: Kennebunkport, state: ME, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336828/

## 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

- [Independent RIAs with the most clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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/most-clients/maine/

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