Data / Investment advisers / Serving pension and profit sharing plans / Maine

Investment advisers in Maine serving pension and profit sharing plans: 13 firms

Name: Investment advisers in Maine serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

13 SEC registered investment advisers with a main office in Maine report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $448 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Bigelow Investment Advisors, LLC.

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13Advisers
$448 millionAUM from this client type
12Advisers over $100 million
November 2, 2026File date

Advisers in Maine serving pension and profit sharing plans

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
Bigelow Investment Advisors, LLC	Portland	10	$121.2 million	$555.2 million	adviserinfo.sec.gov
Means Wealth Management	Bangor	20	$107.9 million	$1.59 billion	adviserinfo.sec.gov
Old Port Advisors	Portland	34	$97.4 million	$782.8 million	adviserinfo.sec.gov
R M Davis Inc	Portland	10	$50.1 million	$8.15 billion	adviserinfo.sec.gov
Maiden Cove Capital	Yarmouth	6	$23.3 million	$153.7 million	adviserinfo.sec.gov
Great Diamond Partners, LLC	Portland	7	$11.8 million	$804.1 million	adviserinfo.sec.gov
RM Financial Services, LLC	Falmouth	5	$8.7 million	$245.4 million	adviserinfo.sec.gov
Blue Point Financial, Inc.	Scarborough	Fewer than 5	$6.4 million	$152.7 million	adviserinfo.sec.gov
Eagle Financial Strategies	Bangor	Fewer than 5	$6.1 million	$146 million	adviserinfo.sec.gov
Guidance Point Retirement Services, LLC	Portland	2	$6 million	$85.4 million	adviserinfo.sec.gov
Birchbrook	Bangor	1	$4.8 million	$296.5 million	adviserinfo.sec.gov
Aries Wealth Management, LLC	Portland	Fewer than 5	$2.4 million	$658.6 million	adviserinfo.sec.gov
Robinson Smith Wealth Advisors, LLC	South Portland	1	$1.9 million	$444.9 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.