Firms by city
Registered investment advisers in Portland, ME
13 SEC-registered advisers headquartered in Portland, listed by regulatory assets under management as reported on Form ADV.
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13 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| H. M. Payson & Co. | Portland, ME | $9.09B |
| R M Davis | Portland, ME | $8.15B |
| Greenbacker Capital Management | Portland, ME | $3.14B |
| Portland Global Advisors | Portland, ME | $1.17B |
| HeadInvest | Portland, ME | $892M |
| Great Diamond Partners | Portland, ME | $804M |
| Old Port Advisors | Portland, ME | $783M |
| FoW Partners | Portland, ME | $747M |
| Aries Wealth Management | Portland, ME | $659M |
| Bigelow Investment Advisors | Portland, ME | $555M |
| Penobscot Wealth Management | Portland, ME | $545M |
| Clark & Stuart | Portland, ME | $196M |
| Wright Cove Capital | Portland, ME | $121M |
- Headquarters
- Portland, ME
- Regulatory AUM
- $9.09B
- Headquarters
- Portland, ME
- Regulatory AUM
- $8.15B
- Headquarters
- Portland, ME
- Regulatory AUM
- $3.14B
- Headquarters
- Portland, ME
- Regulatory AUM
- $1.17B
- Headquarters
- Portland, ME
- Regulatory AUM
- $892M
- Headquarters
- Portland, ME
- Regulatory AUM
- $804M
- Headquarters
- Portland, ME
- Regulatory AUM
- $783M
- Headquarters
- Portland, ME
- Regulatory AUM
- $747M
- Headquarters
- Portland, ME
- Regulatory AUM
- $659M
- Headquarters
- Portland, ME
- Regulatory AUM
- $555M
- Headquarters
- Portland, ME
- Regulatory AUM
- $545M
- Headquarters
- Portland, ME
- Regulatory AUM
- $196M
- Headquarters
- Portland, ME
- Regulatory AUM
- $121M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Portland on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Maine.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.