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Data / Investment advisers / Serving charitable organizations / Maine

Investment advisers in Maine serving charitable organizations: 20 firms

20 SEC registered investment advisers with a main office in Maine report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $943 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is R M Davis Inc.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get charitable organizations advisers in MaineWatch new advisers in Maine
  • 20Advisers
  • $943 millionAUM from this client type
  • 19Advisers over $100 million
  • November 2, 2026File date

Advisers in Maine serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
R M Davis IncPortland57$357.5 million$8.15 billionadviserinfo.sec.gov
Harpswell Capital Advisors, LLCYarmouth35$307.9 million$587 millionadviserinfo.sec.gov
HeadinvestPortland21$77.6 million$891.8 millionadviserinfo.sec.gov
Guidance Point Retirement Services, LLCPortland2$52.1 million$85.4 millionadviserinfo.sec.gov
Means Wealth ManagementBangor16$43.4 million$1.59 billionadviserinfo.sec.gov
Portland Global Advisors LLCPortland2$29.7 million$1.17 billionadviserinfo.sec.gov
Aries Wealth Management, LLCPortlandFewer than 5$20.7 million$658.6 millionadviserinfo.sec.gov
Bigelow Investment Advisors, LLCPortland5$15.1 million$555.2 millionadviserinfo.sec.gov
BirchbrookBangor9$10.1 million$296.5 millionadviserinfo.sec.gov
Clark & Stuart IncPortland2$5.9 million$195.6 millionadviserinfo.sec.gov
Outfitter FinancialBrunswick3$5.5 million$157.7 millionadviserinfo.sec.gov
Choice Wealth Advisors LLCWatervilleFewer than 5$4 million$323.3 millionadviserinfo.sec.gov
Old Port AdvisorsPortlandFewer than 5$2.9 million$782.8 millionadviserinfo.sec.gov
Great Diamond Partners, LLCPortland3$2.5 million$804.1 millionadviserinfo.sec.gov
Maiden Cove CapitalYarmouthFewer than 5$2.1 million$153.7 millionadviserinfo.sec.gov
Robinson Smith Wealth Advisors, LLCSouth Portland2$1.4 million$444.9 millionadviserinfo.sec.gov
Penobscot Financial AdvisorsPortlandFewer than 5$1.2 million$544.5 millionadviserinfo.sec.gov
Richard Brothers, Financial AdvisorsSouth PortlandFewer than 5$1.2 million$180.6 millionadviserinfo.sec.gov
Maine Advisory AssociatesFalmouthFewer than 5$1.2 million$116.5 millionadviserinfo.sec.gov
RM Financial Services, LLCFalmouth2$731,630$245.4 millionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.