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Find Retirement Advisors for Retirement Planning in Maine
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Maine, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Maine
Last Updated - May 15, 2025Maine has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 30 non-vetted advisors in your local area. These retirement advisors in Maine have an average of 11 years of experience.
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List of Qualified Retirement Planning Advisors in Maine
VERIFIEDAlexander Mills
Casco Bay Wealth Advisors
Qualifications
CRD# 6317420
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Maine (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One Portland Square, 5th Floor, Portland, ME, 04101 | $6,955,171,652 | 4017 | 33 | A percentage of AUM, Fixed fees |
| 2 | 24 City Center, Portland, ME, 04101-4069 | $6,315,757,763 | 5680 | 57 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 30 Danforth Street, Suite 206 Portland, ME, 04101 | $3,800,000,000 | 7 | 200 | A percentage of AUM, Performance Based |
| 4 | 802 Stillwater Ave., Bangor, ME, 04401-3614 | $976,990,954 | 3038 | 21 | A percentage of AUM, Hourly charges, Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE) |
| 5 | 7 Custom House St, 4th Floor Portland, ME, 04101-4194 | $897,644,886 | 1240 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 217 Commercial St, Suite 400 Portland, ME, 04101 | $894,628,115 | 813 | 11 | A percentage of AUM, Fixed fees |
| 7 | 130 Middle Street, 2nd Floor Portland, ME, 04101-7104 | $698,391,919 | 2276 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 22 Monument Square, Suite 300 Portland, ME, 04101 | $613,396,493 | 1618 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 100 Commercial Street, Suite 220 Portland, ME, 04101 | $611,986,075 | 5 | 19 | A percentage of AUM, Performance Based |
| 10 | 2 Monument Square, Suite 701 Portland, ME, 04101 | $476,220,823 | 869 | 7 | A percentage of AUM, Fixed fees |
| 11 | 41 Campus Drive, Suite 203 New Gloucester, ME, 04260 | $446,184,778 | 56 | 7 | A percentage of AUM |
| 12 | One Monument Square, Suite 501 Portland, ME, 04101 | $434,543,021 | 1925 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 70 Center Street, 2nd Floor Portland, ME, 04101 | $426,103,505 | 557 | 5 | A percentage of AUM |
| 14 | 38 Rodick Street-Suite B, Bar Harbor, ME, 04609-1806 | $405,676,340 | 1513 | 10 | A percentage of AUM, Fixed fees |
| 15 | 82 Running Hill Road, Suite 205 South Portland, ME, 04106 | $334,336,216 | 790 | 7 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Maine
QualificationsFirm CRD# 2993
Assets Under Management $6,955,171,652
No. Of Clients4017
Clients Per Financial Advisor122
H.M. PAYSON is a financial advisory firm situated in Portland, Maine. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4017 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 105448
Assets Under Management $6,315,757,763
No. Of Clients5680
Clients Per Financial Advisor100
R M DAVIS INC is a financial advisory firm situated in Portland, Maine. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5680 clients. The team consists of 57 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 277101
Assets Under Management $3,800,000,000
No. Of Clients7
Clients Per Financial Advisor0
GREENBACKER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Portland, Maine. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 200 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 2748
Assets Under Management $976,990,954
No. Of Clients3038
Clients Per Financial Advisor145
MEANS WEALTH MANAGEMENT is a financial advisory firm situated in Bangor, Maine. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3038 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (PROVIDE GENERAL INVESTMENT ADVICE)
QualificationsFirm CRD# 140518
Assets Under Management $897,644,886
No. Of Clients1240
Clients Per Financial Advisor78
HEADINVEST is a financial advisory firm situated in Portland, Maine. With a nearly $898M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1240 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109127
Assets Under Management $894,628,115
No. Of Clients813
Clients Per Financial Advisor74
PORTLAND GLOBAL ADVISORS LLC is a financial advisory firm situated in Portland, Maine. With a nearly $895M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (ADVISE ON RETENTION OF OTHER INV ADVISERS & PHILANTHROPIC STRATEGIES ON REQUEST)
QualificationsFirm CRD# 108228
Assets Under Management $698,391,919
No. Of Clients2276
Clients Per Financial Advisor190
OLD PORT ADVISORS is a financial advisory firm situated in Portland, Maine. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2276 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 299598
Assets Under Management $613,396,493
No. Of Clients1618
Clients Per Financial Advisor162
GREAT DIAMOND PARTNERS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $613M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1618 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (BUSINESS TRANSITION PLANNING)
QualificationsFirm CRD# 329051
Assets Under Management $611,986,075
No. Of Clients5
Clients Per Financial Advisor0
FOW PARTNERS, LP is a financial advisory firm situated in Portland, Maine. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 143733
Assets Under Management $476,220,823
No. Of Clients869
Clients Per Financial Advisor124
BIGELOW INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 168996
Assets Under Management $446,184,778
No. Of Clients56
Clients Per Financial Advisor8
HARPSWELL CAPITAL ADVISORS, LLC is a financial advisory firm situated in New Gloucester, Maine. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 286211
Assets Under Management $434,543,021
No. Of Clients1925
Clients Per Financial Advisor175
PENOBSCOT FINANCIAL ADVISORS is a financial advisory firm situated in Portland, Maine. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1925 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 175477
Assets Under Management $426,103,505
No. Of Clients557
Clients Per Financial Advisor111
ARIES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $426M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 194515
Assets Under Management $405,676,340
No. Of Clients1513
Clients Per Financial Advisor151
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS is a financial advisory firm situated in Bar Harbor, Maine. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1513 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (SELECTION OF ASSETS HELD AWAY FOR 401K)
QualificationsFirm CRD# 123098
Assets Under Management $334,336,216
No. Of Clients790
Clients Per Financial Advisor113
ROBINSON SMITH WEALTH ADVISORS, LLC is a financial advisory firm situated in South Portland, Maine. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Retirement Planners Near You
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