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
Shaun C Hawkins
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jay Darrell Pearl
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Paul Joseph Mckenney
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Rebecca A Burchill
Registered Affiliation(s):VALMARK ADVISERS, INC.
Gilles Nelson Paradis
Registered Affiliation(s):LPL FINANCIAL LLC
Frederick Caswell Dey
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Gail Anne Frongillo
Registered Affiliation(s):MORGAN STANLEY
Tracy M. Mcmahon
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Steven Edward Tenney
Registered Affiliation(s):GREAT DIAMOND PARTNERS, LLC
Tammy L Weston
Registered Affiliation(s):MORGAN STANLEY
Eric Butler Lusk
Registered Affiliation(s):BOLTON SECURITIES CORPORATION
James Cahill Gavin
Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.
Christine Margaret Grimes
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
John Edward Gurski
Registered Affiliation(s):LPL FINANCIAL LLC
Lisa Mary Laliberte
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Steven Robert English
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Carlo M Zanoni
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Lynn Breton
Registered Affiliation(s):VALMARK ADVISERS, INC.
Kevin A Kimzey
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Katherine Lyne Nelson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Carole A. Taylor
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Lisa Susan Demers
Registered Affiliation(s):GREAT DIAMOND PARTNERS, LLC
Susan J Pye
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Philip Zinn
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
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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