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
Katherine Y Reimann
Registered Affiliation(s):FORESIDE ADVISORY SERVICES, LLC
Scott Nelson Mazuzan
Registered Affiliation(s):F L PUTNAM INVESTMENT MANAGEMENT CO.
Derek Clark
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Lewis Weeks
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Jeffrey Gaylord Burch
Registered Affiliation(s):CRIBSTONE CAPITAL MANAGEMENT, LLC
Richard Joseph Garcia
Registered Affiliation(s):LPL FINANCIAL LLC
Ronald James Ouellette
Registered Affiliation(s):MWA FINANCIAL SERVICES INC.
Linda Susan Mckenney
Registered Affiliation(s):LPL FINANCIAL LLC
David Costa Smirles
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Catherine Cleale
Registered Affiliation(s):MORGAN STANLEY
Brian Michael Ridgeway
Registered Affiliation(s):BAHL & GAYNOR INC
Thomas Bertrand Snow
Registered Affiliation(s):LPL FINANCIAL LLC
James Olver Flower
Registered Affiliation(s):H. M. PAYSON & CO.
Daryl Trenton Stong
Registered Affiliation(s):WEALTHSHIELD PARTNERS, LLC
Christopher S Hyland
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lauren K Stone
Registered Affiliation(s):MORGAN STANLEY
Alisa Russell El Sprowl
Registered Affiliation(s):MORGAN STANLEY
Valerie Chaisson Rust
Registered Affiliation(s):PFS INVESTMENTS INC.
Robert Julian Felvinci
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
Christopher Peter Salamon
Registered Affiliation(s):INVESTMENT DISTRIBUTORS, INC.
Daniel Joseph Honan
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Michael Costa Melo
Registered Affiliation(s):MORGAN STANLEY
Trent M Blossom
Registered Affiliation(s):CRIBSTONE CAPITAL MANAGEMENT, LLC
Vina Aileen Feria Farrales
Registered Affiliation(s):FORESIDE FUND SERVICES, LLC
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.
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