# Independent RIAs with the most high net worth clients in Maine

As of October 2, 2026, R M Davis Inc ranked #1 in Maine in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 1,300.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Maine
- firms_listed: 61
- rows: rank: 1, crd: 105448, firm: R M Davis Inc, city: Portland, state: ME, value: 1300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105448/; rank: 2, crd: 2993, firm: H.M. Payson, city: Portland, state: ME, value: 910, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2993/; rank: 3, crd: 2748, firm: Means Wealth Management, city: Bangor, state: ME, value: 394, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2748/; rank: 4, crd: 140518, firm: Headinvest, city: Portland, state: ME, value: 322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140518/; rank: 5, crd: 299598, firm: Great Diamond Partners, LLC, city: Portland, state: ME, value: 285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299598/; rank: 6, crd: 194515, firm: Coston, McIsaac & Shea Financial Advisors, city: Bar Harbor, state: ME, value: 235, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/194515/; rank: 7, crd: 108228, firm: Old Port Advisors, city: Portland, state: ME, value: 215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108228/; rank: 8, crd: 286211, firm: Penobscot Financial Advisors, city: Portland, state: ME, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286211/; rank: 9, crd: 107991, firm: Clark & Stuart Inc, city: Portland, state: ME, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107991/; rank: 10, crd: 109127, firm: Portland Global Advisors LLC, city: Portland, state: ME, value: 168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109127/; rank: 11, crd: 123098, firm: Robinson Smith Wealth Advisors, LLC, city: South Portland, state: ME, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123098/; rank: 12, crd: 143733, firm: Bigelow Investment Advisors, LLC, city: Portland, state: ME, value: 134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143733/; rank: 13, crd: 175477, firm: Aries Wealth Management, LLC, city: Portland, state: ME, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175477/; rank: 14, crd: 304297, firm: RM Financial Services, LLC, city: Falmouth, state: ME, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304297/; rank: 15, crd: 105164, firm: Birchbrook, city: Bangor, state: ME, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105164/; rank: 16, crd: 137075, firm: Bennett Selby Investments, L.P., city: Falmouth, state: ME, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137075/; rank: 16, crd: 297745, firm: Choice Wealth Advisors LLC, city: Waterville, state: ME, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297745/; rank: 18, crd: 299688, firm: Blue Point Financial, Inc., city: Scarborough, state: ME, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299688/; rank: 19, crd: 286100, firm: Logbook Financial Planning, LLC, city: Rockport, state: ME, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286100/; rank: 20, 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: 21, crd: 333183, firm: GRP Retirement Planning, city: Farmingdale, state: ME, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333183/; rank: 22, crd: 312478, firm: Maiden Cove Capital, city: Yarmouth, state: ME, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312478/; rank: 23, crd: 138825, firm: Eagle Financial Strategies, city: Bangor, state: ME, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138825/; rank: 24, crd: 129889, firm: Pine Capital, city: Portland, state: ME, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129889/; rank: 25, crd: 117268, firm: Gilbert Capital Group, city: North Yarmouth, state: ME, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117268/; rank: 25, crd: 311679, firm: Maine Advisory Associates, city: Falmouth, state: ME, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311679/; rank: 27, crd: 306182, firm: Cornerstone Wealth Planning, city: New Gloucester, state: ME, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306182/; rank: 27, crd: 311085, firm: Atlantic Coast Financial, city: Kennebunk, state: ME, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311085/; rank: 29, crd: 118985, firm: Bogue Asset Management LLC, city: Wells, state: ME, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118985/; rank: 29, crd: 307252, firm: Wright Cove Capital, city: Portland, state: ME, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307252/; rank: 29, crd: 332765, firm: Oldfield Wealth Partners, city: Bangor, state: ME, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332765/; rank: 32, crd: 313352, firm: J.M. Arbour, LLC, city: Gardiner, state: ME, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313352/; rank: 33, crd: 145697, firm: Salem Advisory Group LLC, city: Wells, state: ME, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145697/; rank: 34, crd: 116168, firm: Portland Financial Planning Group, city: Portland, state: ME, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116168/; rank: 34, crd: 165151, firm: Freedom Wealth Advisors, LLC, city: North Yarmouth, state: ME, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165151/; rank: 36, crd: 117831, firm: Gibson Financial Solutions, Inc., city: Ellsworth, state: ME, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117831/; rank: 37, crd: 291413, firm: Outfitter Financial, city: Brunswick, state: ME, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291413/; rank: 37, crd: 306596, firm: Birch Point Wealth Management LLC, city: Rockport, state: ME, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306596/; rank: 39, crd: 321891, firm: Able Money LLC, city: North Yarmouth, state: ME, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321891/; rank: 40, crd: 168536, firm: Portland Investment Advisors, LLC., city: Island Falls, state: ME, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168536/; rank: 40, crd: 283947, firm: Conscious Capital, city: Scarborough, state: ME, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283947/; rank: 42, crd: 333829, firm: Dirigo Financial LLC, city: North Berwick, state: ME, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333829/; rank: 43, 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: 44, 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: 45, crd: 140247, firm: Drach Advisors LLC, city: Blue Hill, state: ME, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140247/; rank: 45, crd: 144502, firm: O'Brien Asset Management, city: Eliot, state: ME, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144502/; rank: 45, crd: 165740, firm: Azimuth Capital Management, LLC, city: Winthrop, state: ME, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165740/; rank: 48, crd: 117826, firm: Stewardship Financial Plainning, LLC, city: Readfield, state: ME, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117826/; rank: 49, crd: 158577, firm: Schultz Retirement Income Solutions, Inc., city: Rockland, state: ME, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158577/; rank: 49, crd: 173884, firm: Maine Center for Wealth Management, LLC, city: Augusta, state: ME, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173884/; rank: 51, crd: 143111, firm: Black Brook Financial Planning, city: Gorham, state: ME, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143111/; rank: 52, crd: 330484, firm: Silver Accounting Service Inc. DBA Silver Financial Service, city: Westbrook, state: ME, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330484/; rank: 52, crd: 334439, firm: Warren Financial, LLC, city: Bangor, state: ME, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334439/; rank: 54, crd: 143723, firm: Marshall Point Advisors LLC, city: Port Clyde, state: ME, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143723/; rank: 54, crd: 330467, firm: Flying Point Advisors, city: Freeport, state: ME, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330467/; rank: 56, crd: 143746, firm: Silver Maple Financial, LLC, city: Kittery, state: ME, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143746/; rank: 57, crd: 323165, firm: Zen Financial Planning, LLC, city: York, state: ME, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323165/; rank: 58, crd: 149542, firm: August Wealth Group, Inc., city: Bristol, state: ME, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149542/; rank: 58, crd: 324155, firm: Kingfisher Capital Management LLC, city: York, state: ME, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324155/; rank: 60, crd: 307511, firm: Stillwater Investing, city: Veazie, state: ME, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307511/; rank: 61, crd: 336828, firm: Sonder Partners, LLC, city: Kennebunkport, state: ME, value: 1, 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/maine/

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