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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Alterity Financial Group, LLC Bangor ME US 128.1 
Alterity Financial Group, LLC Bangor ME US 128.1 
Anton Lemieux Financial Group Falmouth ME US 0.0 
Aries Wealth Management, LLC Portland ME US 175.6 
Aristotle Investors, Inc. Portland ME US 132.9 
Aurora Financial Group, LLC Portland ME US 58.6 
Azimuth Capital Management, LLC Winthrop ME US 15.1 
Bennett Selby Investments, L.P. Falmouth ME US 20.0 
Berrydunn Wealth Management Portland ME US 0.0 
Bigelow Investment Advisors, LLC Portland ME US 193.6 
Black Brook Financial Planning Gorham ME US 3.1 
Black Point Capital Management Portland ME US 39.1 
Capital Wealth Planning Service Portland ME US 10.2 
Charter Oak Capital Management Kennebunk ME US 461.9 
Charter Oak Capital Management Kennebunk ME US 461.9 
Clark & Stuart Inc Portland ME US 92.0 
Clay Cove Capital Portland ME US 0.0 
Clm Capital Management LLC Sanford ME US 38.6 
Coston And Mcisaac Investment Advisers, LLC Bar Harbor ME US 108.0 
Coston, Mcisaac & Shea Financial Advisors Bar Harbor ME US 101.4 
Cribstone Capital Management, LLC Augusta ME US 421.9 
Davis R M Inc Portland ME US 3389.3 
Deighan Wealth Advisors Bangor ME US 184.1 
Eagle Financial Strategies Brewer ME US 70.0 
Elder Planning Advisors Of Maine, Inc. South Portland ME US 40.6 
Financial Benefit Service Corporation Portland ME US 0.0 
Forum Investment Advisors, LLC Portland ME US 0.0 
Gibson Financial Solutions, Inc. Ellsworth ME US 72.8 
Goldman Financial Planning, Inc. Falmouth ME US 66.5 
Guidance Point Retirement Service, LLC Portland ME US 56.5 
H.m. Payson Portland ME US 2896.2 
Harbor Investment Advisors Portland Me 0.0 
Harborview Advisors Portland ME US 145.6 
Harpswell Capital Advisors, LLC New Gloucester ME US 204.8 
Harvest Asset Group Portland ME US 49.6 
Headinvest Portland ME US 525.4 
Jepson Financial Advisors, P.a. Caribou ME US 32.6 
Maine Center For Wealth Management, LLC Augusta ME US 13.5 
Maine Financial Advisors, Inc. Portland ME US 58.7 
Maine Securities Corporation Portland, ME US 0.5 
Means Wealth Management Bangor ME US 213.5 
Nichols Investment Management Bangor ME US 50.3 
Nvest Financial Group, LLC Kennebunk ME US 0.0 
Old Port Advisors, Inc Portland ME US 533.2 
Penobscot Financial Advisors Bangor ME US 0.0 
Pine Capital, LLC Portland ME US 21.0 
Portland Financial Planning Group Portland ME US 0.0 
Portland Global Advisors LLC Portland ME US 439.4 
Portland Integritas Advisors, LLC Portland ME US 53.9 
Portland Investment Advisors, LLC. Portland ME US 17.3 
R.a. Peterson Associates, LLC York Harbor ME US 16.8 
Richard Brothers, Financial Advisors South Portland ME US 69.3 
Robinson Smith Wealth Advisors, LLC Portland ME US 210.2 
Sagepath Financial Planning, LLC Bangor ME US 0.0 
Salem Advisory Group LLC Wells ME US 19.2 
Saltwater Harbor Financial LLC Brunswick ME US 7.2 
Schultz Retirement Income Solutions, Inc. Rockland ME US 14.3 
Smith & Associates, Cpas Yarmouth ME US 0.0 
The Financial Coach Boothbay ME US 0.0 
The Gold Company Portland ME US 14.0 
Thomas Michael Hastings, Jr Augusta ME US 36.2 
Tonge Investments Oakland ME US 42.7 
Trss Wealth Management LLC South Portland ME US 0.0 
Vancegray Wealth Management, Inc. Bangor ME US 71.1 
Vigilant Capital Management, LLC Portland ME US 765.3 
Wind River Ellsworth ME US 63.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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