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Best financial advisors in Portland, ME

Registered advisers within 25 miles of Portland, ME.

Offices
235
Firms
105
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,692,952 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

AUGUST WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HIGHTOWER ADVISORS, LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BIGELOW INVESTMENT ADVISORS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
THE GOLD COMPANY
H.M. PAYSON
UBS FINANCIAL SERVICES INC.
JANNEY MONTGOMERY SCOTT LLC
OLD PORT ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
R M DAVIS INC

Investors

SCOTT EVERETT WHYTOCK
BRADLEY CHRIS MCCURTAIN
Elizabeth Sandra McKay
Rebecca Marie Angelica Schuman
JAMES EDGAR BRADLEY
NATHAN CHASE HUBBARD
SAMUEL DAVID CHAPLIN
Yelshaday Teklu Gebreselassie
CRAIG ARTHUR JONCAS
Matthew K Stoneback
Laurel Dianne Lane
FREDERICK JOSEPH STUCKER
SCOTT SIROIS
MICHAEL A BONO
CHRISTOPHER S HYLAND
Leah M. Bartley
April Y Tardiff
JAIME CLARK
Jennifer Biette
MARTIN JOSEPH MADDEN
Natalie T Norton
STEVEN ADAM GREEN
Andrew Sinclair
LEONARD ADAMS TAYLOR
JONATHAN ROBERT SINGER
TEENA M BOURQUE
GARY ALAN RUBIN
DEREK CLARK
Noah Parker Safraniec
Matthew S Thornton
Owen R Elliott
Benjamin Andrew Singer
Alexander Pantalone
Christopher Helm Lyford
Ann Marie Mohammad
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS
ANDREW THOMAS SCOTT
THOMAS JOHN REPETA
Lucas Desmond
GARY R. SMITH
ANDREW JAMES NADEAU
MATTHEW RAYMOND HUCKINS
PATRICK BENJAMIN FLOOD
Nicholas E Pronovost
PHILIP MORELAND STATHOS
BARON CRAWFORD BECKER
CHARLES E. SCHUMAN
KIM IRIS FICKETT
Sarah Brittney Moir
ERIC REJEAN PRONOVOST
HEATHER MARIE SNOW WINSLOW
JOEL IRA GOLD
JAMES OLVER FLOWER
SHAWNEE ANN SAX
MICHAEL ROBERT CURRIE
DAVID REED HINES
TIMOTHY P GRIFFIN
JOHN SEVERIN BELIVEAU
MARGARET C REINFRIED
ROBERT MCINTIRE DAVIS
THOMAS MADIGAN PIERCE
PETER ELIOT ROBBINS
JOEL SHOREY HARRIS
WILLIAM NELSON WEICKERT
DANIEL MICHAEL LAY
MARION C BARROW
JOHN HERMAN WALKER
STEPHANIE REBECCA BORNSTEIN
PAUL A ROMANO
PAULA JEAN RALEIGH
DANIELLE C KLIMASH
SEAN THOMAS STEADY
CHRISTOPHER GRENNON
DEBORAH J ERICKSON
JEFFREY S HOUDLETTE
PETER C CARL JOHNSON
THOMAS DOYLE LAFOUNTAIN
ANDREA CARLETON LANDINI
DEBRA LEE MACDONALD
CARL BRUCE HOLMQUIST
MITCHELL JEFFRIES ROSENGARTEN
VANGEL CHARLES COTSIS
MICAH JAY ROBERGE
KATIE MARIE OUELLETTE
Ann-Marie Andrews
JENNIFER SERINO
John Garofalo
TYLER LEE JUDKINS
NAVEED ADAM AHMADY
Christopher Cavanaugh Grennon
Kimberly Jean Pelletier
Troy John Jellison
STEVEN L. CAMINITI
MICHAEL ANDREW ROBICHAUD
SHAUN C HAWKINS
MARCO PETER GIANCOTTI
TAMMY LYNN KELLY
Riley Ann ANN Davis
ANDREW KEITH GRENNON
STEPHEN BARRY EGBERT
ANTHONY RAYMOND JESSEN
JAMES EDWARD VICENZI
JOHN RICHARD DOLLOFF
Brett Baxter Davies
Michelle Anne Travers
Conor McCann
PATRICK J. HENNING
Peter Kelley
Daniel Joseph Honan
Cynthia Elise Morris
NELLIE HONAN METHOT
Kelsey Brimmer Getchell
TRACY WARREN ROGERS
ERICA MORGAN BLY
JASON EDWARD FOSTER
RICHARD ATWOOD HARLOW
BEN WEYLIN DAIGLE
DYLAN FRANK
JAKE THOMAS KENYON
NAN MARGARET PENDLETON
FREDRIC WALLACE WILLIAMS
LAWRENCE JOHN BOWLAN
FRANCIS J DAVIES
Lawrence Arthur Abbiati
DEAN EVERETT WALKER
VINCENT FRANCIS DAMASCO
TIMOTHY EDWARD MALISA
JOHN FRANCIS LEONARD
Andrew Bouchard Livingston
DANA ROBERT MITIGUY
WENDY ALLARD LAIDLAW
MICHAEL PHILIP WOOD
GEOFFREY KNIGHT ALEXANDER
MATTHEW ALAN MCFARLAND
MICHAEL J NEFF
GEORGE CREELMAN CARR
KEVIN JAMES MANNING
JOHN DAVID DOUGHTY
GREGORY EZRA COX
Edward G Smith
BRIAN HOWARD NOYES
Timothy J Acquaviva
Marianne Dao Loew
Cade Blackburn
Kurtis John Petersons

Within 25 miles of Portland, ME, Best Investors lists 105 registered investment advisory firms with 235 offices nearby, managing about $14.8T in combined regulatory AUM across 2,692,952 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Portland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM