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Find Retirement Advisors for Retirement Planning in Maine

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.

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Top 15 Retirement Planning firms in Maine (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Portland Square, 5th Floor,
Portland, ME, 04101
$6,955,171,652401733
A percentage of AUM, Fixed fees
2

24 City Center,
Portland, ME, 04101-4069
$6,315,757,763568057
A percentage of AUM, Hourly charges, Fixed fees
3

30 Danforth Street, Suite 206
Portland, ME, 04101
$3,800,000,0007200
A percentage of AUM, Performance Based
4

802 Stillwater Ave.,
Bangor, ME, 04401-3614
$976,990,954303821
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
$897,644,886124016
A percentage of AUM, Hourly charges, Fixed fees
6

217 Commercial St, Suite 400
Portland, ME, 04101
$894,628,11581311
A percentage of AUM, Fixed fees
7

130 Middle Street, 2nd Floor
Portland, ME, 04101-7104
$698,391,919227612
A percentage of AUM, Hourly charges, Fixed fees
8

22 Monument Square, Suite 300
Portland, ME, 04101
$613,396,493161810
A percentage of AUM, Hourly charges, Fixed fees
9

100 Commercial Street, Suite 220
Portland, ME, 04101
$611,986,075519
A percentage of AUM, Performance Based
10

2 Monument Square, Suite 701
Portland, ME, 04101
$476,220,8238697
A percentage of AUM, Fixed fees
11

41 Campus Drive, Suite 203
New Gloucester, ME, 04260
$446,184,778567
A percentage of AUM
12

One Monument Square, Suite 501
Portland, ME, 04101
$434,543,021192511
A percentage of AUM, Hourly charges, Fixed fees
13

70 Center Street, 2nd Floor
Portland, ME, 04101
$426,103,5055575
A percentage of AUM
14

38 Rodick Street-Suite B,
Bar Harbor, ME, 04609-1806
$405,676,340151310
A percentage of AUM, Fixed fees
15

82 Running Hill Road, Suite 205
South Portland, ME, 04106
$334,336,2167907
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
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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
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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
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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)
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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
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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)
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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
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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)
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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
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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
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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
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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
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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
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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)
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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
View Full Profile

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