Ways to browse advisors serving Maine

Pick a specialty or descriptor to browse more advisors serving Maine.

By how they work

Type	Advisors
Large-firm	2,193
Flat-fee	1,530
Seasoned	1,224
Independent	834
CFP®-certified	447

By who they serve

Type	Advisors
High-net-worth	484
Baby Boomer	20

Browse by city

Find advisors near a specific metro area in Maine.

City	Advisors
Portland, ME	745
South Portland, ME	740
Lewiston, ME	226
Auburn, ME	209
Bangor, ME	119
Augusta, ME	99
Waterville, ME	90

Browse by specialty

Find advisors serving Maine who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,744
Executive	1,138
Wealth management	999
Tax-loss harvesting	994
Retirement income strategy	882
Retired	805
Active portfolio management	593
General retirement planning	578
Passive / index investing	577
ESG / Sustainable investing	455
Business exit / sale strategy	424
Approaching retirement	423
Retirement plans for business owners (SEP, solo 401k)	412
Cash flow / budgeting	365
Annuities	356
Private / alternative investments	343
Income planning	323
College savings (529s, UTMA, etc.)	287
Equity compensation tax strategy	268
Self-Employed	268
Options & derivatives strategies	231
Charitable giving & philanthropy	214
Mid-Career Professionals	211
General estate planning guidance	197
Concentrated stock management	192
Retirement withdrawal strategies	164
Social Security optimization	161
HENRY (High Earners, Not Rich Yet)	145
Business succession planning	106
Multi-generational wealth transfer	87
Divorce financial planning	64
General tax planning	53
Business ownership considerations	51
Financial Professional	46
Married/Couples/Partners	45
Real estate investing	44
Medicare planning	27
Long-term care insurance	26
Women Professionals	22
Debt management	20
Established Professionals	16
Educators, Teachers, and Academics	15
Planning for children with special needs	15
Parents	12
Tax strategies for small businesses	11
Factor investing / smart beta	9
Intergenerational Families	9
Business sale tax planning	8
Family Business	6
Retired	6
Young Families	6
Doctor or Medical Professional	5
Professional Athlete	5

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