Data / Investment advisers / Serving individuals / Maine
Investment advisers in Maine serving individuals: 26 firms
26 SEC registered investment advisers with a main office in Maine report individuals among their clients in Form ADV item 5.D, and together they attribute $2.7 billion 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.
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- 26Advisers
- $2.7 billionAUM from this client type
- 26Advisers over $100 million
- November 2, 2026File date
Advisers in Maine serving individuals
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.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| R M Davis Inc | Portland | 1,042 | $649.1 million | $8.15 billion | adviserinfo.sec.gov |
| Means Wealth Management | Bangor | 908 | $320.8 million | $1.59 billion | adviserinfo.sec.gov |
| Old Port Advisors | Portland | 601 | $288.6 million | $782.8 million | adviserinfo.sec.gov |
| Coston, McIsaac & Shea Financial Advisors | Bar Harbor | 1,019 | $197.1 million | $466.9 million | adviserinfo.sec.gov |
| Penobscot Financial Advisors | Portland | 369 | $146.3 million | $544.5 million | adviserinfo.sec.gov |
| J.M. Arbour, LLC | Gardiner | 692 | $122.7 million | $183.2 million | adviserinfo.sec.gov |
| Choice Wealth Advisors LLC | Waterville | 514 | $118 million | $323.3 million | adviserinfo.sec.gov |
| Portland Global Advisors LLC | Portland | 132 | $110.1 million | $1.17 billion | adviserinfo.sec.gov |
| GRP Retirement Planning | Farmingdale | 798 | $102.4 million | $155.3 million | adviserinfo.sec.gov |
| Bigelow Investment Advisors, LLC | Portland | 180 | $75.9 million | $555.2 million | adviserinfo.sec.gov |
| Great Diamond Partners, LLC | Portland | 238 | $73.8 million | $804.1 million | adviserinfo.sec.gov |
| RM Financial Services, LLC | Falmouth | 271 | $70.1 million | $245.4 million | adviserinfo.sec.gov |
| Gibson Financial Solutions, Inc. | Ellsworth | 129 | $62 million | $133.7 million | adviserinfo.sec.gov |
| Eagle Financial Strategies | Bangor | 249 | $57 million | $146 million | adviserinfo.sec.gov |
| Headinvest | Portland | 101 | $55.3 million | $891.8 million | adviserinfo.sec.gov |
| Birchbrook | Bangor | 196 | $51.4 million | $296.5 million | adviserinfo.sec.gov |
| Maine Advisory Associates | Falmouth | 143 | $50.1 million | $116.5 million | adviserinfo.sec.gov |
| Robinson Smith Wealth Advisors, LLC | South Portland | 87 | $41.1 million | $444.9 million | adviserinfo.sec.gov |
| Blue Point Financial, Inc. | Scarborough | 119 | $40.1 million | $152.7 million | adviserinfo.sec.gov |
| Richard Brothers, Financial Advisors | South Portland | 119 | $39.3 million | $180.6 million | adviserinfo.sec.gov |
| Oldfield Wealth Partners | Bangor | 63 | $24.2 million | $110 million | adviserinfo.sec.gov |
| Outfitter Financial | Brunswick | 35 | $10.5 million | $157.7 million | adviserinfo.sec.gov |
| Aries Wealth Management, LLC | Portland | 31 | $8.9 million | $658.6 million | adviserinfo.sec.gov |
| Wright Cove Capital | Portland | 11 | $8.2 million | $120.7 million | adviserinfo.sec.gov |
| Harpswell Capital Advisors, LLC | Yarmouth | 28 | $5.8 million | $587 million | adviserinfo.sec.gov |
| Maiden Cove Capital | Yarmouth | Fewer than 5 | $1 million | $153.7 million | adviserinfo.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.