AUM per client for Team firms serving clients in Maine

Team firms active in Maine 68 firms

Very Low $240K-$480K

Low $480K-$920K

Typical $920K-$1.1M

High $1.1M-$1.9M

Very High $1.9M-$4M

5th 20th 40th 60th 80th 95th

Median: $1.1M

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Your Choice Financial LLC	Very Low $310K	$40M	126	12%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Fiduciary Family Office, LLC	Very High $16M	$720M	46	100%
Colman Knight Advisory Group, LLC	High $1.5M	$180M	122	42%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Richard Brothers, Financial Advisors	Typical $1M	$180M	173	31%
Feltl Advisors	Very Low $390K	$160M	395	0%
Portland Global Advisors LLC	Very High $3.8M	$1.1B	300	56%
Integrity Financial Advisors, LLC	Low $480K	$110M	230	10%
Diastole Wealth Management	High $1.4M	$370M	273	32%
Innovative Advisory Group	Low $640K	$190M	298	9%
Peddock Capital Advisors, LLC	Very High $4.5M	$770M	173	57%
Cornerstone Financial Planning, LLC	High $1.6M	$400M	247	68%
Mascoma Wealth Management	Typical $1.1M	$460M	422	29%
BCAS	Typical $1.1M	$300M	269	47%
Genesis Wealth Advisors, LLC	Low $840K	$190M	231	25%
Wilkins Investment Counsel, Inc	Very High $5.2M	$1B	196	90%
Parkwoods Wealth Partners, LLC	High $1.2M	$890M	717	33%
Aries Wealth Management, LLC	Very High $3.5M	$570M	164	81%
Robinson Smith Wealth Advisors, LLC	Very High $1.9M	$440M	228	62%
Guidance Point Advisors, LLC	Very High $2.2M	$560M	252	36%
Birchbrook	Low $910K	$280M	310	37%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Headinvest	Very High $1.9M	$810M	423	76%
Claro Advisors Inc.	Typical $1.1M	$1.2B	1,092	33%
Marble Trail Advisors	High $1.6M	$580M	368	51%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Jemma Financial Services	Very Low $350K	$110M	312	24%
Moody, Lynn, Lieberson & Walker, LLC	Very High $4.3M	$2.1B	503	100%
Measured Wealth Private Client Group, LLC	Low $790K	$500M	633	21%
Great Diamond Partners, LLC	High $1.5M	$790M	523	54%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
UAS Asset Management	Low $900K	$310M	342	47%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Penobscot Financial Advisors	Typical $970K	$540M	562	34%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
Bigelow Investment Advisors, LLC	High $1.3M	$410M	314	43%
J.M. Arbour, LLC	Very Low $250K	$180M	720	4%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Means Wealth Management	Typical $1.1M	$1.4B	1,302	30%
Old Port Advisors	Low $830K	$680M	816	26%
Wealthshield Partners, LLC	Typical $1.1M	$1.2B	1,156	25%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Warner Wealth	Low $600K	$440M	739	45%
Charter Oak Capital Management	High $1.1M	$1.6B	1,389	33%
Armstrong Advisory Group Inc.	Typical $1.1M	$1.7B	1,489	50%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Pearson Financial Services	—	—	500	0%
Aviso Wealth Management	Low $640K	$580M	913	17%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
TSFG, LLC	Low $740K	$1B	1,337	24%
Penobscot Investment Management Company, Inc.	Very High $2.7M	$1.5B	548	58%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Flynn Zito Capital Management, LLC	Low $710K	$730M	1,039	44%
TLWM Financial	Very Low $470K	$580M	1,249	25%
Nvest Financial, LLC	Low $840K	$670M	799	24%
GRP Retirement Planning	Very Low $180K	$160M	846	6%
Coston, McIsaac & Shea Financial Advisors	Very Low $370K	$470M	1,254	19%
Essential Planning, LLC	Typical $920K	$520M	573	28%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Independence Financial Advisors, LLC	Very Low $150K	$410M	2,734	1%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support