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Top RIA Firms in Portland, Maine
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Portland, Maine. This hub covers 14 matching firms with $26.9B in total reported AUM and median AUM of $765.1M.
Firms
14
Matching current profiles
Total AUM
$26.9B
Reported regulatory AUM
Median AUM
$765.1M
Across firms with AUM
Largest firm
$9.1B
H.m. Payson
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. H.m. Payson CRD 2993 · Corporation | PORTLAND, ME | $9.1B Mar 2026 | +$959.4M+11.8% | +$2.9B+47.0% | +$3.9B+75.2% | +$7.4B+430.7% | +2 employees+6.3% over 3Y | +584 accounts+15.7% over 3Y |
| 2. R M Davis INC CRD 105448 · Corporation | PORTLAND, ME | $8.2B Mar 2026 | +$887.3M+12.2% | +$2.4B+41.6% | +$2.8B+51.6% | +$6.0B+273.9% | +8 employees+14.5% over 3Y | +525 accounts+9.4% over 3Y |
| 3. Greenbacker Capital Management LLC CRD 277101 · Limited Liability Company | PORTLAND, ME | $3.1B Jul 2026 | -$240.0M-7.1% | +$86.0M+2.8% | +$2.0B+181.3% | +$3.1B+10711.6% | -72 employees-36.0% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Portland Global Advisors LLC CRD 109127 · Limited Liability Company | PORTLAND, ME | $1.2B Mar 2026 | +$280.2M+31.3% | +$309.3M+35.7% | +$494.5M+72.7% | +$809.3M+221.5% | +3 employees+30.0% over 3Y | +310 accounts+44.3% over 3Y |
| 5. Headinvest CRD 140518 · Limited Liability Company | PORTLAND, ME | $891.8M Mar 2026 | -$77.8M-8.0% | +$8.6M+1.0% | +$211.7M+31.1% | +$374.8M+72.5% | -2 employees-13.3% over 3Y | +83 accounts+8.1% over 3Y |
| 6. Great Diamond Partners, LLC CRD 299598 · Limited Liability Company | PORTLAND, ME | $804.1M Apr 2026 | +$190.7M+31.1% | +$263.3M+48.7% | +$252.9M+45.9% | — | +3 employees+33.3% over 3Y | +261 accounts+17.7% over 3Y |
| 7. Old Port Advisors CRD 108228 · Corporation | PORTLAND, ME | $782.8M May 2026 | +$36.4M+4.9% | +$131.8M+20.2% | -$127.8M-14.0% | +$634.8M+428.9% | +1 employees+7.7% over 3Y | +32 accounts+1.4% over 3Y |
| 8. Fow Partners, LP CRD 329051 · Limited Partnership | PORTLAND, ME | $747.3M Mar 2026 | +$66.4M+9.8% | — | — | +$135.3M+22.1% | +6 employees+31.6% over 1Y | 0 accounts+0.0% over 1Y |
| 9. Aries Wealth Management, LLC CRD 175477 · Limited Liability Company | PORTLAND, ME | $658.6M Mar 2026 | +$127.9M+24.1% | +$297.1M+82.2% | +$367.1M+125.9% | — | +1 employees+20.0% over 3Y | +11 accounts+2.3% over 3Y |
| 10. Bigelow Investment Advisors, LLC CRD 143733 · Limited Liability Company | PORTLAND, ME | $555.2M May 2026 | +$79.0M+16.6% | +$171.3M+44.6% | +$185.4M+50.1% | +$447.5M+415.5% | +3 employees+60.0% over 3Y | +95 accounts+11.9% over 3Y |
| 11. Penobscot Financial Advisors CRD 286211 · Corporation | PORTLAND, ME | $544.5M Apr 2026 | +$110.0M+25.3% | +$214.0M+64.7% | +$315.3M+137.6% | — | +4 employees+50.0% over 3Y | -242 accounts-11.8% over 3Y |
| 12. Clark & Stuart INC CRD 107991 · Corporation | PORTLAND, ME | $195.6M Mar 2026 | +$25.8M+15.2% | +$36.9M+23.2% | +$69.1M+54.6% | +$139.7M+249.7% | +2 employees+100.0% over 3Y | +4 accounts+2.3% over 3Y |
| 13. Wright Cove Capital CRD 307252 · Limited Liability Company | PORTLAND, ME | $120.7M Jan 2026 | — | — | — | +$20.1M+19.9% | 0 employees+0.0% over Total | -32 accounts-28.1% over Total |
| 14. Guidance Point Retirement Services, LLC CRD 161000 · Limited Liability Company | PORTLAND, ME | $88.2M May 2026 | +$25.3M+40.3% | +$25.5M+40.6% | +$10.8M+13.9% | — | +1 employees+14.3% over 3Y | -1 accounts-11.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.