Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.