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Find Best Financial Advisors in Maine

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A densely populated state like Maine has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Maine and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Maine
Last Updated - 31-Jul-2022

Maine has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 253 non-vetted advisors in your local area. These financial advisors in Maine have an average of 13 years of experience.

NOTE: The list of financial advisors in Maine mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Maine.

List of Qualified Financial Advisors in Maine
Financial Advisor Experience AUM Minimum Assets Fee Structure
Craig Joncas
CFP®
PENOBSCOT FINANCIAL ADVISORS
One Monument Square,
Suite 501,
Portland, ME 04101
13 $275,000,000 Not Specified Fee-Only

Information on Qualified Financial Advisors in Maine

Qualifications CRD# 286211
Firm CRD# 286211
Series 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location One Monument Square,
Suite 501,
Portland,
ME
04101
Phone Number 207-990-1901

About Penobscot Financial Advisors

Please see our website at www.penobscotfa.com for complete details about our firm, our people, our clients and our services.

Advisory Services Provided:

Financial Planning, Wealth Management, Investment Advice & Management


Top Financial Advisor Firms in Maine (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Vigilant Capital Management, Llc
One Monument Square , Suite 601,
Portland, ME 4101
$2,240,163,925 1534 A percentage of AUM
Hourly charges
Greenbacker Capital Management Llc
30 Danforth Street , Suite 206,
Portland, ME 4101
$1,972,908,000 3 A percentage of AUM
Performance Based
Old Port Advisors, Inc
130 Middle Street , 2nd Floor,
Portland, ME 4101
$1,108,742,667 2151 A percentage of AUM
Fixed fees
Means Wealth Management
802 Stillwater Ave.,
Bangor, ME 04401-3614
$860,271,260 2524 A percentage of AUM
Other (PROVIDE GENERAL INVESTMENT ADVICE FOR A NEGOTIATED FEE)
Great Diamond Partners, Llc
22 Monument Square , Suite 300,
Portland, ME 4101
$671,174,324 1392 A percentage of AUM
Fixed fees
Harpswell Capital Advisors, Llc
41 Campus Drive , Suite 203,
New Gloucester, ME 4260
$471,857,659 116 A percentage of AUM
Bigelow Investment Advisors, Llc
4 Moulton Street,
Portland, ME 4101
$419,377,895 786 A percentage of AUM
Fixed fees
Robinson Smith Wealth Advisors, Llc
2 Monument Square , Suite 501,
Portland, ME 4101
$392,180,792 847 A percentage of AUM
Fixed fees
Aries Wealth Management, Llc
183 Middle Street , Suite 4b,
Portland, ME 4101
$367,462,622 335 A percentage of AUM
Hourly charges
Vancegray Wealth Management, Inc.
128 Broadway,
Bangor, ME 4401
$278,071,751 1694 A percentage of AUM
Fixed fees
Coston, Mcisaac & Shea Financial Advisors
38 Rodick Street-Suite B,
Bar Harbor, ME 04609-1806
$250,807,048 1158 A percentage of AUM
Fixed fees
Clark & Stuart Inc
1945 Congress Street Building A,
Portland, ME 4102
$158,696,475 176 A percentage of AUM
Alterity Financial Group, Llc
21 Main Street , Suite 201,
Bangor, ME 4401
$156,622,532 545 A percentage of AUM
Fixed fees
Eagle Financial Strategies
One Cumberland Place , Suite 204,
Bangor, ME 4401
$127,569,848 498 A percentage of AUM
Hourly charges
Fixed fees
J.M. Arbour, Llc
77 Water Street,
Hallowell, ME 4347
$0 0 A percentage of AUM
Fixed fees

    List of Additional Advisors in Maine*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adelphi Group
    Inquire with Adelphi
    Two Portland Sq, Ste 700, Portland, ME  04101 207-772-1894
    Aram Alex Khavari
    Inquire with Aram
    23 Water Street, Bangor, ME  04401 207-561-2017
    Andrew Hess
    Inquire with Andrew
    Two Portland Sq, Ste 700, Portland, ME  04101 207-228-2661
    Andrew P. Thomas
    Inquire with Andrew
    100 Middle St, 3rd Fl, Portland, ME  04101 207-771-0855
    Bob Daggett
    Inquire with Bob
    15 Sky View Dr, Ste 102, Cumberland Foreside, ME  04110 207-805-1111
    Braden A Lafauce
    Inquire with Braden
    Two Portland Sq, Ste 700, Portland, ME  04101 207-228-2666
    Brendon Porter
    Inquire with Brendon
    Two Portland Sq, Ste 700, Portland, ME  04101 207-228-2652
    Brian R. McHugh
    Inquire with Brian
    100 Middle St, 3rd Fl, Portland, ME  04101 207-771-0849
    BGA Retirement Advisors
    Inquire with BGA
    103 Park St, Lewiston, ME  04240 207-689-3400
    Brian P Mavor
    Inquire with Brian
    100 Middle St, 3rd Fl, Portland, ME  04101 207-771-0826
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