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Top 4 financial advisor firms in Bangor

4 SEC-registered financial advisor firms are headquartered in Bangor, ME, with $2.15B in combined regulatory assets under management. The largest by assets are Means Investment ($1.59B), Birchbrook ($296M) and Alpha Capital Advisors ($146M).

4
Financial advisor firms
$2.15B
Their combined AUM
$221M
Median firm AUM
2,082
Clients of the top 4

The 4 largest by assets

  1. 1
    Means Investment

    RIA

    $1.59B

  2. 2
    Birchbrook

    RIA

    $296M

  3. 3
    Alpha Capital Advisors

    RIA

    $146M

  4. 4
    Oldfield Wealth Partners

    RIA

    $110M

Profiles of the top 4

No. 1 · RIA

Means Investment

Means Investment is an investment adviser based in Bangor, ME, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.59 billion, as filed on 14 September 2026.

Means Investment charges 1.00%–2.00% a year for its Investment Advisory Services.

Regulatory AUM
$1.59B
Clients
1,375
Advisory staff
15
Founded
1935
Fee schedule
1.00% to 2.00% a year
Custodians
Fidelity
Headquarters
802 Stillwater Ave., Bangor, ME 04401-3614
Phone
12079476763
Website
meanswealth.com

No. 2 · RIA

Birchbrook

Birchbrook is an investment adviser based in Bangor, ME, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $296 million, as filed on 14 April 2026.

Birchbrook charges 0.50%–1.25% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM
$296M
Clients
320
Advisory staff
5
Founded
1994
Fee schedule
0.50% to 1.25%
Custodians
Charles Schwab
Headquarters
82 Columbia St, Bangor, ME 04401
Phone
207-990-1117
Website
birchbrook.com

No. 3 · RIA

Alpha Capital Advisors

Alpha Capital Advisors is an investment adviser based in Bangor, ME, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $146 million, as filed on 19 March 2026.

Alpha Capital Advisors charges up to 1.25% a year for its Asset management services.

Regulatory AUM
$146M
Clients
294
Advisory staff
3
Fee schedule
Up to 1.25% a year
Custodians
LPL Financial
Headquarters
One Cumberland Place, Suite 204, Bangor, ME 04401
Phone
207-989-5522

No. 4 · RIA

Oldfield Wealth Partners

Oldfield Wealth Partners is an investment adviser based in Bangor, ME, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $110 million, as filed on 29 July 2026.

Oldfield Wealth Partners charges 1.00%–1.50% a year for its Portfolio management fees.

Regulatory AUM
$110M
Clients
93
Advisory staff
4
Fee schedule
1.00% to 1.50% a year
Custodians
Charles Schwab
Headquarters
77 Exchange St., Suite 302, Bangor, ME 04401
Phone
207-573-3001
Website
oldfieldwealth.com

Questions about financial advisors in Bangor

How many financial advisor firms are headquartered in Bangor?

4 SEC-registered financial advisor firms report their principal office in Bangor, ME, managing $2.15B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bangor?

Means Investment, with $1.59B in regulatory assets under management on its latest Form ADV. The next largest are Birchbrook ($296M) and Alpha Capital Advisors ($146M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bangor?

The median firm manages $221M in regulatory assets. That is the midpoint of the 4 firms headquartered in Bangor.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bangor charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bangor?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bangor has 4 financial advisor firms; see every adviser in the city →

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