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Find Retirement Advisors for Retirement Planning in Portland, 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 you 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 registrations check. 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 14 Retirement Planning firms in Portland, Maine (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | H.M. PAYSON One Portland Square, 5th Floor, Portland, ME, 4101 | $6,182,778,190 | 3724 | 32 | A Percentage of AUM, Fixed Fees |
| 2 | R M DAVIS INC 24 City Center, Portland, ME, 04101-4069 | $5,757,647,950 | 5599 | 55 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 4101 | $3,050,000,000 | 7 | 200 | A Percentage of AUM, Performance Based |
| 4 | HEADINVEST 7 Custom House St, 4th Floor Portland, ME, 04101-4194 | $829,561,294 | 1085 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PORTLAND GLOBAL ADVISORS LLC 217 Commercial St, Suite 400 Portland, ME, 4101 | $757,108,671 | 754 | 10 | A Percentage of AUM, Fixed Fees |
| 6 | OLD PORT ADVISORS 130 Middle Street, 2nd Floor Portland, ME, 04101-7104 | $651,018,800 | 2213 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | GREAT DIAMOND PARTNERS, LLC 22 Monument Square, Suite 300 Portland, ME, 4101 | $540,784,152 | 1475 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | BIGELOW INVESTMENT ADVISORS, LLC 4 Moulton Street, Portland, ME, 4101 | $403,705,773 | 844 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | ARIES WEALTH MANAGEMENT, LLC 70 Center Street, 2nd Floor Portland, ME, 4101 | $361,459,970 | 486 | 5 | A Percentage of AUM |
| 10 | PENOBSCOT FINANCIAL ADVISORS One Monument Square, Suite 501 Portland, ME, 4101 | $330,567,172 | 2053 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | ROBINSON SMITH WEALTH ADVISORS, LLC 2 Monument Square, Suite 501 Portland, ME, 4101 | $288,544,299 | 782 | 7 | A Percentage of AUM, Fixed Fees |
| 12 | CLARK & STUART INC 1945 Congress Street Building A, Portland, ME, 4102 | $170,096,719 | 178 | 2 | A Percentage of AUM |
| 13 | HARVEST ASSET GROUP, LLC 15 Monument Square, Suite 3e Portland, ME, 4101 | $107,250,131 | 311 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | GUIDANCE POINT RETIREMENT SERVICES, LLC 136 Commercial Street, Suite 301 Portland, ME, 4101 | $62,730,203 | 9 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Portland, Maine
QualificationsFirm CRD# 2993
Assets Under Management $6,182,778,190
No. Of Clients3724
Clients Per Financial Advisor116
H.M. PAYSON 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 3724 clients. The team consists of 32 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105448
Assets Under Management $5,757,647,950
No. Of Clients5599
Clients Per Financial Advisor102
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 5599 clients. The team consists of 55 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 277101
Assets Under Management $3,050,000,000
No. Of Clients7
Clients Per Financial Advisor0
GREENBACKER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Portland, Maine. With a nearly $3B 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
- Portfolio Management for Business
QualificationsFirm CRD# 140518
Assets Under Management $829,561,294
No. Of Clients1085
Clients Per Financial Advisor72
HEADINVEST is a financial advisory firm situated in Portland, Maine. With a nearly $830M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1085 clients. The team consists of 15 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 109127
Assets Under Management $757,108,671
No. Of Clients754
Clients Per Financial Advisor75
PORTLAND GLOBAL ADVISORS LLC is a financial advisory firm situated in Portland, Maine. With a nearly $757M assets under management, the firm specializes in crafting personalized retirement planning solutions for 754 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
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 108228
Assets Under Management $651,018,800
No. Of Clients2213
Clients Per Financial Advisor170
OLD PORT ADVISORS is a financial advisory firm situated in Portland, Maine. With a nearly $651M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2213 clients. The team consists of 13 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 299598
Assets Under Management $540,784,152
No. Of Clients1475
Clients Per Financial Advisor164
GREAT DIAMOND PARTNERS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $541M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1475 clients. The team consists of 9 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 143733
Assets Under Management $403,705,773
No. Of Clients844
Clients Per Financial Advisor106
BIGELOW INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 844 clients. The team consists of 8 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 175477
Assets Under Management $361,459,970
No. Of Clients486
Clients Per Financial Advisor97
ARIES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 486 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 286211
Assets Under Management $330,567,172
No. Of Clients2053
Clients Per Financial Advisor187
PENOBSCOT FINANCIAL ADVISORS is a financial advisory firm situated in Portland, Maine. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2053 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 123098
Assets Under Management $288,544,299
No. Of Clients782
Clients Per Financial Advisor112
ROBINSON SMITH WEALTH ADVISORS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 782 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 107991
Assets Under Management $170,096,719
No. Of Clients178
Clients Per Financial Advisor89
CLARK & STUART INC is a financial advisory firm situated in Portland, Maine. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 178 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 165216
Assets Under Management $107,250,131
No. Of Clients311
Clients Per Financial Advisor156
HARVEST ASSET GROUP, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 clients. The team consists of 2 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 161000
Assets Under Management $62,730,203
No. Of Clients9
Clients Per Financial Advisor1
GUIDANCE POINT RETIREMENT SERVICES, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $63M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops