Browse all advisors in Maine

Every advisor below is licensed to work with clients in Maine. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
1,736
Tax-loss harvesting
1,263
Wealth management
997
Executive
898
Retired
805
Active portfolio management
617
Retirement income strategy
612
General retirement planning
577
Passive / index investing
532
Retirement plans for business owners (SEP, solo 401k)
473
ESG / Sustainable investing
451
Approaching retirement
423
Cash flow / budgeting
364
Private / alternative investments
335
Business exit / sale strategy
325
Income planning
322
College savings (529s, UTMA, etc.)
288
Mid-Career Professionals
269
Equity compensation tax strategy
268
Self-Employed
265
Annuities
220
Charitable giving & philanthropy
216
Options & derivatives strategies
215
General estate planning guidance
196
Concentrated stock management
188
Social Security optimization
177
Retirement withdrawal strategies
164
HENRY (High Earners, Not Rich Yet)
147
Business succession planning
107
Multi-generational wealth transfer
88
Divorce financial planning
64
General tax planning
52
Business ownership considerations
50
Real estate investing
47
Financial Professional
45
Medicare planning
27
Women Professionals
23
Established Professionals
21
Debt management
20
Long-term care insurance
16
Educators, Teachers, and Academics
15
Planning for children with special needs
15
Parents
11
Tax strategies for small businesses
11
Business sale tax planning
9
Intergenerational Families
9
Factor investing / smart beta
8
Young Families
6
Family Business
5
Professional Athlete
5
Retired
5
Doctor or Medical Professional
4
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