Investment adviser firms in PORTLAND, Maine
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
14 firms · Source months shown: August 2026
- ARIES WEALTH MANAGEMENT, LLCCRD 175477 · PORTLAND, ME$658,598,502.00Regulatory AUM · August 2026
- BIGELOW INVESTMENT ADVISORS, LLCCRD 143733 · PORTLAND, ME$555,188,616.00Regulatory AUM · August 2026
- CLARK & STUART INCCRD 107991 · PORTLAND, ME$195,585,257.00Regulatory AUM · August 2026
- FOW PARTNERS, LPCRD 329051 · PORTLAND, ME$747,331,024.00Regulatory AUM · August 2026
- GREAT DIAMOND PARTNERS, LLCCRD 299598 · PORTLAND, ME$804,063,563.00Regulatory AUM · August 2026
- GREENBACKER CAPITAL MANAGEMENT LLCCRD 277101 · PORTLAND, ME$3,136,008,573.00Regulatory AUM · August 2026
- GUIDANCE POINT RETIREMENT SERVICES, LLCCRD 161000 · PORTLAND, ME$88,207,933.00Regulatory AUM · August 2026
- H. M. PAYSON & CO.CRD 2993 · PORTLAND, ME$9,089,039,931.00Regulatory AUM · August 2026
- HEADINVEST, LLCCRD 140518 · PORTLAND, ME$891,849,255.00Regulatory AUM · August 2026
- OLD PORT ADVISORS, INCCRD 108228 · PORTLAND, ME$782,788,909.00Regulatory AUM · August 2026
- PENOBSCOT WEALTH MANAGEMENTCRD 286211 · PORTLAND, ME$544,532,434.00Regulatory AUM · August 2026
- PORTLAND GLOBAL ADVISORS LLCCRD 109127 · PORTLAND, ME$1,174,795,244.00Regulatory AUM · August 2026
- R M DAVIS INCCRD 105448 · PORTLAND, ME$8,154,674,961.00Regulatory AUM · August 2026
- WRIGHT COVE CAPITAL, LLCCRD 307252 · PORTLAND, ME$120,661,042.00Regulatory AUM · August 2026