Fiduciary advisors in Portland, ME
14 registered advisers
14 SEC-registered fiduciary advisory firms operate in Portland, Maine. Fee-only firms account for 14 of the 14 registered practices, or about 100% of the local market.
ARIES WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$531M
Minimum--
Clients593
BIGELOW INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$555M
Minimum$500
Clients895
CLARK & STUART INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients170
FOW PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$681M
Minimum--
Clients5
GREAT DIAMOND PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$613M
Minimum--
Clients1,618
GREENBACKER CAPITAL MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.4B
Minimum--
Clients7
GUIDANCE POINT RETIREMENT SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$88M
Minimum--
Clients8
H.M. PAYSON
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.1B
Minimum--
Clients4,190
HEADINVEST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$970M
Minimum--
Clients1,232
OLD PORT ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$746M
Minimum--
Clients2,442
PENOBSCOT FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$435M
Minimum--
Clients1,925
PORTLAND GLOBAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients894
R M DAVIS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$7.3B
Minimum--
Clients5,881
WRIGHT COVE CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$121M
Minimum--
Clients82