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Top 3 financial advisor firms in South Portland

3 SEC-registered financial advisor firms are headquartered in South Portland, ME, with $828M in combined regulatory assets under management. The largest by assets are Robinson Smith Wealth Advisors ($445M), Abbington Investment Group ($202M) and Allegiance Financial Group ($181M).

3
Financial advisor firms
$828M
Their combined AUM
$202M
Median firm AUM
455
Clients of the top 3

The 3 largest by assets

  1. 1
    Robinson Smith Wealth Advisors

    RIA

    $445M

  2. 2
    Abbington Investment Group

    RIA

    $202M

  3. 3
    Allegiance Financial Group

    RIA

    $181M

Profiles of the top 3

No. 1 · RIA

Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors is an investment adviser based in South Portland, ME, registered with the SEC since 2004. 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 $445 million, as filed on 17 August 2026.

Robinson Smith Wealth Advisors charges 0.40%–1.00% a year for its Investment Management Fee.

Regulatory AUM
$445M
Clients
232
Advisory staff
5
Fee schedule
0.40% to 1.00% a year
Custodians
Charles Schwab
Headquarters
82 Running Hill Road, Suite 205, South Portland, ME 04106
Phone
207-874-9840
Website
robinsonsmithwealth.com

No. 2 · RIA

Abbington Investment Group

Abbington Investment Group is an investment adviser based in South Portland, ME, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $202 million, as filed on 10 March 2026.

Abbington Investment Group charges 0.60%–1.50% a year for its Asset Management.

Regulatory AUM
$202M
Clients
50
Advisory staff
3
Founded
2014
Fee schedule
0.60% to 1.50% a year
Minimum account
$3,000,000
Custodians
Fidelity
Headquarters
87a Ocean Street, Suite 207, South Portland, ME 04106
Phone
207-433-5820
Website
abbingtongroup.com

No. 3 · RIA

Allegiance Financial Group

Allegiance Financial Group is an investment adviser based in South Portland, ME, registered with the SEC since 2021. 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 $181 million, as filed on 26 March 2026.

Regulatory AUM
$181M
Clients
173
Advisory staff
6
Custodians
Pershing
Headquarters
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106
Phone
207-879-2352
Website
richardbrothersfinancial.com

Questions about financial advisors in South Portland

How many financial advisor firms are headquartered in South Portland?

3 SEC-registered financial advisor firms report their principal office in South Portland, ME, managing $828M 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 South Portland?

Robinson Smith Wealth Advisors, with $445M in regulatory assets under management on its latest Form ADV. The next largest are Abbington Investment Group ($202M) and Allegiance Financial Group ($181M).

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

How large is a typical financial advisor firm in South Portland?

The median firm manages $202M in regulatory assets. That is the midpoint of the 3 firms headquartered in South Portland.

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

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

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

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