Ranking, Maine

Wealth firms with the most high net worth clients, 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 high net worth clients, including broker-dealer firms, with 1,300.

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

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Maine
Rank	Firm	City	Most high net worth clients
1	R M Davis Inc	Portland	1,300
2	H.M. Payson	Portland	910
3	Means Wealth Management	Bangor	394
4	Headinvest	Portland	322
5	Great Diamond Partners, LLC	Portland	285
6	Coston, McIsaac & Shea Financial Advisors	Bar Harbor	235
7	Old Port Advisors	Portland	215
8	Penobscot Financial Advisors	Portland	193
9	Clark & Stuart Inc	Portland	178
10	Portland Global Advisors LLC	Portland	168
11	Robinson Smith Wealth Advisors, LLC	South Portland	141
12	Bigelow Investment Advisors, LLC	Portland	134
13	Aries Wealth Management, LLC	Portland	133
14	RM Financial Services, LLC	Falmouth	119
15	Birchbrook	Bangor	114
16	Bennett Selby Investments, L.P.	Falmouth	88
16	Choice Wealth Advisors LLC	Waterville	88
18	Blue Point Financial, Inc.	Scarborough	68
19	Logbook Financial Planning, LLC	Rockport	57
20	Richard Brothers, Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	South Portland	54
21	Abbington Investment Group, LLC	South Portland	50
22	GRP Retirement Planning	Farmingdale	48
23	Maiden Cove Capital	Yarmouth	46
24	Eagle Financial Strategies	Bangor	45
25	Pine Capital	Portland	38
26	Gilbert Capital Group	North Yarmouth	33
26	Maine Advisory Associates	Falmouth	33
28	Cornerstone Wealth Planning	New Gloucester	31
28	Atlantic Coast Financial	Kennebunk	31
30	Bogue Asset Management LLC	Wells	30
30	Wright Cove Capital	Portland	30
30	Oldfield Wealth Partners	Bangor	30
33	J.M. Arbour, LLC	Gardiner	28
34	Salem Advisory Group LLC	Wells	27
35	Portland Financial Planning Group	Portland	25
35	Freedom Wealth Advisors, LLC	North Yarmouth	25
37	Gibson Financial Solutions, Inc.	Ellsworth	24
38	Outfitter Financial	Brunswick	23
38	Birch Point Wealth Management LLC	Rockport	23
40	Able Money LLC	North Yarmouth	18
41	Portland Investment Advisors, LLC.	Island Falls	17
41	Conscious Capital	Scarborough	17
43	Dirigo Financial LLC	North Berwick	15
44	Shoreline Capital Corporation	Boothbay Harbor	14
45	Kirkwood Private, LLC	Scarborough	13
46	Drach Advisors LLC	Blue Hill	11
46	O'Brien Asset Management	Eliot	11
46	Azimuth Capital Management, LLC	Winthrop	11
49	Stewardship Financial Plainning, LLC	Readfield	10
50	Schultz Retirement Income Solutions, Inc.	Rockland	9
50	Maine Center for Wealth Management, LLC	Augusta	9
52	Black Brook Financial Planning	Gorham	8
53	Silver Accounting Service Inc. DBA Silver Financial Service	Westbrook	7
53	Warren Financial, LLC	Bangor	7
55	Marshall Point Advisors LLC	Port Clyde	6
55	Flying Point Advisors	Freeport	6
57	Silver Maple Financial, LLC	Kittery	5
58	Maine Securities Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Portland	4
58	Zen Financial Planning, LLC	York	4
60	August Wealth Group, Inc.	Bristol	3
60	Kingfisher Capital Management LLC	York	3
62	Stillwater Investing	Veazie	2
63	Sonder Partners, LLC	Kennebunkport	1

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

More rankings

Most high net worth 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.