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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

32 firms manage $33 billionMaine

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 1460
    H.M. PaysonPortland, ME · 4,308 clientsWealth manager
    No custodian reported
    $9.1B
  2. 1545
    R M Davis IncPortland, ME · 2,437 clientsWealth manager
    Schwab 80%
    $8.2B
  3. 2755
    Greenbacker Capital Management LLCPortland, ME · 7 clientsPrivate fund adviserHybrid
    No custodian reported
    $3.1B
  4. 4122
    Means Wealth ManagementBangor, ME · 1,375 clientsWealth manager
    Fidelity 100%
    $1.6B
  5. 4904
    Portland Global Advisors LLCPortland, ME · 304 clientsWealth manager
    Fidelity 100%
    $1.2B
  6. 5740
    HeadinvestPortland, ME · 445 clientsWealth manager
    Schwab 100%
    $892M
  7. 6076
    Great Diamond Partners, LLCPortland, ME · 533 clientsWealth manager
    Schwab 100%
    $804M
  8. 6176
    Old Port AdvisorsPortland, ME · 856 clientsWealth manager
    Schwab 100%
    $783M
  9. 6331
    FOW Partners, LPPortland, ME · 5 clientsPrivate fund adviser
    No custodian reported
    $747M
  10. 6765
    Aries Wealth Management, LLCPortland, ME · 164 clientsWealth manager
    Pershing 68%Schwab 32%
    $659M
  11. 7183
    Harpswell Capital Advisors, LLCYarmouth, ME · 79 clientsAsset manager
    Pershing 81%
    $587M
  12. 7413
    Bigelow Investment Advisors, LLCPortland, ME · 331 clientsWealth managerBank-affiliated
    Schwab 100%
    $555M
  13. 7482
    Penobscot Financial AdvisorsPortland, ME · 562 clientsWealth managerWrap sponsor
    Schwab 90%
    $545M
  14. 8105
    Coston, McIsaac & Shea Financial AdvisorsBAR Harbor, ME · 1,254 clientsWealth manager
    Schwab 100%
    $467M
  15. 8312
    Robinson Smith Wealth Advisors, LLCSouth Portland, ME · 232 clientsWealth manager
    Schwab 100%
    $445M
  16. 9799
    Choice Wealth Advisors LLCWaterville, ME · 602 clientsWealth managerHybrid
    Schwab 100%
    $323M
  17. 10228
    BirchbrookBangor, ME · 320 clientsWealth manager
    Schwab 100%
    $296M
  18. 11188
    RM Financial Services, LLCFalmouth, ME · 402 clientsWealth managerHybrid
    Schwab 100%
    $245M
  19. 12178
    Abbington Investment Group, LLCSouth Portland, ME · 50 clientsWealth manager
    Fidelity 100%
    $202M
  20. 12345
    Clark & Stuart IncPortland, ME · 180 clientsWealth manager
    Schwab 100%
    $196M
  21. 12686
    J.M. Arbour, LLCGardiner, ME · 720 clientsWealth manager
    Schwab 100%
    $183M
  22. 12755
    Richard Brothers, Financial AdvisorsSouth Portland, ME · 173 clientsWealth managerHybridAllegiance Capital, L.L.C.
    Pershing 100%
    $181M
  23. 13439
    Outfitter FinancialBrunswick, ME · 64 clientsWealth manager
    RBC 100%
    $158M
  24. 13514
    GRP Retirement PlanningFarmingdale, ME · 846 clientsWealth manager
    Schwab 100%
    $155M
  25. 13560
    Maiden Cove CapitalYarmouth, ME · 52 clientsWealth manager
    Fidelity 95%
    $154M
  26. 13593
    Blue Point Financial, Inc.Scarborough, ME · 187 clientsWealth managerHybrid
    SEI 100%
    $153M
  27. 13820
    Eagle Financial StrategiesBangor, ME · 294 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $146M
  28. 14236
    Gibson Financial Solutions, Inc.Ellsworth, ME · 153 clientsWealth manager
    Schwab 100%
    $134M
  29. 14693
    Wright Cove CapitalPortland, ME · 41 clientsWealth manager
    Schwab 100%
    $121M
  30. 14866
    Maine Advisory AssociatesFalmouth, ME · 176 clientsWealth manager
    Schwab 100%
    $117M
  31. 15114
    Oldfield Wealth PartnersBangor, ME · 93 clientsWealth manager
    Schwab 100%
    $110M
  32. 15584
    Guidance Point Retirement Services, LLCPortland, ME · 7 clientsAsset manager
    Schwab 100%
    $85M

RIAs by state