Top Financial Advisors in Portland, Maine
Finding the right financial advisor in Portland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Portland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Portland, ME.
Find the Best Financial Advisor Firms in Portland:
H. M. PAYSON & CO.
CRD#: 2993
Address: One Portland Square 5th Floor, Portland, ME, 04101
Clients: 2,848
In Business for: 39 Years
Average Clients per Advisor: 101
AUM: $ 6.2B
Disclosures: 1
R M DAVIS INC
CRD#: 105448
Address: 24 City Center, Portland, ME 04101-4069
Clients: 1,333
Average Clients per Advisor: 63
AUM: $ 5.8B
VIGILANT CAPITAL MANAGEMENT, LLC
CRD#: 119642
Address: One Monument Square Suite 601, Portland, ME 04101
Clients: 81
Average Clients per Advisor: 4
AUM: $ 2.2B
HEADINVEST
CRD#: 140518
Address: 7 Custom House St 4th Floor, Portland, ME 04101-4194
Clients: 134
Average Clients per Advisor: 16
AUM: $ 830M
OLD PORT ADVISORS, INC
CRD#: 108228
Address: 130 Middle Street 2nd Floor, Portland, ME 04101
Clients: 698
Average Clients per Advisor: 77
AUM: $ 651M
GREAT DIAMOND PARTNERS, LLC
CRD#: 299598
Address: 22 Monument Square Suite 300, Portland, ME 04101
Clients: 185
Average Clients per Advisor: 46
AUM: $ 541M
How We Chose the Top Financial Advisors in Portland, Maine
To create this list of top financial advisor firms in Portland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Portland has to offer.
Search Financial Advisors in Portland, Maine
Joan H Vickery
Registered Affiliation(s):MORGAN STANLEY
M Carole Sunday
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Paul A Romano
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Libby Sue Rountree
Registered Affiliation(s):OSAIC WEALTH, INC.
Joshua Earl Milligan
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Timothy Wade Fulton
Registered Affiliation(s):LPL FINANCIAL LLC
Edson Martin Sobey
Registered Affiliation(s):PFS INVESTMENTS INC.
Kimberley Jordan Mondonedo
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Carl Givens Gercke
Registered Affiliation(s):HEADINVEST
Johann Azzopardi
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
John Severin Beliveau
Registered Affiliation(s):H. M. PAYSON & CO.
Jacqueline Doris Gervais
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Kim Iris Fickett
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Nicole Lauree Trottier-rogers
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Eric Roy Blakeman
Registered Affiliation(s):MORGAN STANLEY
Susan Jane Gilpatric
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Deborah J Erickson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Joseph Yarema
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
William James Engelberger
Registered Affiliation(s):MORGAN STANLEY
Adele Louise Jacques
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Ian William Mcarthur
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Helen Elizabeth Andreoli
Registered Affiliation(s):GREAT DIAMOND PARTNERS, LLC
Scott Sirois
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles E. Schuman
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
