City
Wealth management firms in Bangor, Maine
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Bangor, Maine reported $2.2 billion in regulatory assets under management; the largest by assets was Means Wealth Management, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $362.5 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Means Wealth Management | SEC | $1.6 billion | 3,520 |
| 2 | Birchbrook | SEC | $296.5 million | 863 |
| 3 | Eagle Financial Strategies | SEC | $146.0 million | 504 |
| 4 | Oldfield Wealth Partners | SEC | $110.0 million | 283 |
| 5 | Warren Financial, LLC | State | $27.9 million | 132 |
| 6 | Thibeau Financial Consulting, LLC | State | $0 | 0 |
Wealth management firms in Maine, including every city.
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.