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.
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 |
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
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 |
* 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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