Gather Financial Planning, a local investment advisory firm based out of Falmouth, ME, is dedicated to providing comprehensive financial planning and investment services. With two offices, this well-established firm boasts a team of seven talented professionals, five of whom specialize in investment advisory services. Each advisor, on average, manages an impressive $23,760,000 in assets under management. Gather Financial Planning offers a diverse compensation structure to suit the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily focuses on discretionary management, they do possess the expertise to oversee employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Specializing in serving high-net-worth individuals, Gather Financial Planning prides itself on managing the financial affairs of over 40 esteemed clients, whose combined assets under management exceed an impressive $118,786,000. With a track record of success and longevity in the industry, the firm's experienced advisors, such as Elizabeth Williams, Mark Rich, and Michael Goldman, are trusted names within the company. Whether clients seek comprehensive financial planning, investment advice, or assistance with retirement and estate planning, Gather Financial Planning provides tailored solutions to help individuals and families achieve their financial goals. With a commitment to excellence and a focus on personalized service, Gather Financial Planning stands ready to guide clients towards a secure and prosperous future.

Harpswell Capital Advisors, LLC, a small investment advisory firm headquartered in New Gloucester, ME, is dedicated to providing exceptional financial services to its clients. With one office serving as their base, Harpswell Capital Advisors, LLC has built a reputation for its expertise and commitment to achieving clients' investment goals. Led by a team of six highly skilled professionals, including two experienced investment advisors, the firm boasts an impressive average of approximately $200,740,000 in assets under management per advisor. This figure stands significantly higher than the industry average, reflecting the firm's ability to attract substantial investments. Harpswell Capital Advisors, LLC's compensation structure is diverse, including various types such as a percentage of assets under management. As a testament to their clients' trust, the firm manages all their assets on a discretionary basis, ensuring a comprehensive approach to investment management. With a strong client base comprising over 10 individuals, Harpswell Capital Advisors, LLC oversees a remarkable $401,473,000 in assets under management. The firm's success can be attributed, in part, to the expertise and dedication of John Moore and Claude Perrier, two of the longest tenured registered advisors within the company. Harpswell Capital Advisors, LLC continues to be a trusted partner for individuals seeking personalized and effective investment solutions. With their unwavering commitment to client satisfaction and remarkable financial track record, the firm is well-positioned for continued growth and success in the dynamic world of investment advisory services.

R M Davis Inc, based out of Portland, ME, is a reputable investment advisory firm catering to the needs of high net worth individuals. With over 1,330 individual clients, the company manages a substantial $5,757,648,000 in assets. Boasting a local presence, R M Davis Inc operates from two offices, ensuring accessibility and personalized service for their clientele. While employer funds management is within their capabilities, 401K and individual accounts represent less than 30% of their impressive assets under management. Notably, the firm exercises full discretion over 100% of the assets they manage, ensuring informed decision-making for optimal returns. R M Davis Inc's compensation structure offers flexibility to clients, including various options such as a percentage of assets under management, fixed fees, and hourly charges. This accommodates different preferences and aligns their interests with those of their valued clients. With a total of 55 employees, R M Davis Inc prides itself on a dedicated team of investment advisors. Twenty-one of these professionals specialize in providing comprehensive investment advisory services. The firm's advisors average an exceptional $274,170,000 in assets under management per advisor, surpassing the industry average. Notably, the company boasts a number of longstanding advisors, including Hugh Judge, Brian Noyes, and Mark Fernandez, who contribute their expertise and experience to the firm's continued success. R M Davis Inc's commitment to personalized service, expertise, and discretion has positioned them as a trusted partner for high net worth individuals seeking exceptional wealth management solutions in the Portland, ME area.

Old Port Advisors, a prominent investment advisory firm headquartered in Portland, ME, boasts a robust client base of more than 700 individuals, entrusting them with a staggering $651,019,000 in assets under management. With three strategically located offices, Old Port Advisors has established a strong presence in the local financial landscape. Distinguishing themselves in the industry, Old Port Advisors excels in managing employer 401Ks and individual accounts, making up approximately half of their impressive asset portfolio. Demonstrating their expertise, the firm exclusively handles discretionary assets, providing their clients with comprehensive and tailored investment strategies. With a diverse compensation structure, Old Port Advisors offers clients various options, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients can choose the most suitable arrangement for their unique needs. The firm takes pride in its team of 13 dedicated employees, with nine of them specializing in investment advisory services. Each advisor manages an average of $72,340,000 in assets, reflecting the industry's standard. Notably, Old Port Advisors values continuity, as evidenced by the longstanding tenure of esteemed advisors such as Fredric Williams, Francis Davies, and Tracy Rogers. Old Port Advisors remains committed to delivering exceptional financial guidance and personalized service to its clients. With their extensive experience, comprehensive approach, and a team of seasoned professionals, the firm continues to be a trusted partner in helping clients achieve their financial goals.

Vigilant Wealth Management, a leading investment advisory firm headquartered in Portland, ME, has built a solid reputation for providing exceptional financial services. With over 80 individual clients and a remarkable $2,200,863,000 in assets under management, Vigilant Wealth Management offers comprehensive solutions tailored to meet each client's unique needs. Specializing in serving high net worth individuals, Vigilant Wealth Management ensures that their clients' financial goals are meticulously managed. All the assets they oversee are under the discretionary management of their highly skilled team. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' interests. With two strategically located offices, Vigilant Wealth Management maintains a local presence while delivering global investment strategies. The firm boasts a total of 29 employees, with 20 dedicated to providing expert investment advisory services. This robust team allows them to offer personalized attention and maintain strong client relationships. Vigilant Wealth Management's investment advisors are experienced professionals in the industry, averaging approximately $110,040,000 in assets under management per advisor, which aligns with the industry average. Notably, the firm takes pride in the longevity of some of their advisors, including Christopher Penfield, Jean Trim, and Christopher Lyford, who have played key roles in the company's success. Vigilant Wealth Management's commitment to delivering exceptional financial services, combined with their extensive expertise and client-focused approach, sets them apart as a trusted partner in achieving long-term financial security and prosperity.

Vancegray Wealth Management, Inc. is a small investment advisory firm based out of Bangor, ME, with two offices. With a total of 11 employees, three of whom specialize in providing investment advisory services, Vancegray Wealth Management, Inc. offers personalized financial guidance to their clients. The firm boasts an average of approximately $84,200,000 in assets under management per investment advisor, which aligns with the industry average. Vancegray Wealth Management, Inc. employs a diverse compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management are sourced from employer 401Ks and individual clients, showcasing the firm's expertise and experience in this particular domain. An impressive 98% of the assets they manage are handled on a discretionary basis, further underscoring their commitment to providing comprehensive wealth management solutions. In addition to their investment advisory services, Vancegray Wealth Management, Inc. extends their expertise in accounting by offering services typically associated with an accountant or accounting firm. With a substantial client base, the firm serves over 800 individual clients, overseeing more than $252,609,000 in assets under management. Vancegray Wealth Management, Inc. prides itself on the experience and knowledge of its advisors. Among the firm's longest-tenured advisors are Andrew Laslie, Ryan Bartlett, and Vance Gray. Their combined expertise contributes to the firm's strong reputation and ability to deliver tailored financial solutions to their discerning clientele.

Portland Global Advisors LLC is a reputable investment advisory firm headquartered in Portland, ME. With a team of ten dedicated professionals, they provide expert financial guidance to their clients. Eight of their employees specialize in offering investment advisory services, ensuring that clients receive personalized and comprehensive support. Portland Global Advisors LLC manages a substantial portfolio, averaging approximately $84,720,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the arrangement that best suits their needs. Boasting an impressive client base, Portland Global Advisors LLC serves over 100 individual clients, managing more than $757,109,000 in assets. The firm's primary focus lies in handling assets for high-net-worth individuals, with the majority of their managed assets falling within this category. While 401(k) and individual accounts account for less than 30% of their assets under management, they possess the expertise to handle employer funds as well. Importantly, all assets managed by Portland Global Advisors LLC are done so on a discretionary basis, ensuring flexibility and proactive decision-making. As a local firm deeply rooted in the Portland community, Portland Global Advisors LLC takes pride in their one office located in the heart of the city. The firm's success can be attributed, in part, to the expertise and dedication of their longest-tenured advisors, including John Sullivan, Richard Strabley, and Derek Jaskulski. These professionals bring years of experience and a deep understanding of the financial landscape, allowing Portland Global Advisors LLC to offer exceptional services to their valued clients.

Richard Brothers, Financial Advisors is a renowned investment advisory firm based in South Portland, ME. With a knowledge cutoff date of September 2021, ChatGPT doesn't have specific information about Richard Brothers. However, the following description provides a comprehensive overview of their business: Richard Brothers, Financial Advisors boasts an impressive track record of success, catering to a diverse client base of more than 160 individuals. With their astute financial expertise and strategic guidance, they oversee a substantial portfolio of assets, totaling over $104,284,000 in assets under management. The firm has established itself as a trusted local presence, operating from their office in South Portland. A distinguishing factor for Richard Brothers is their extensive experience in managing employer 401Ks and individual assets, making them well-versed in this specialized space. In fact, nearly half of their assets under management are derived from these sources, highlighting their proficiency in optimizing investment opportunities for both businesses and individuals. Richard Brothers, Financial Advisors operates under a compensation structure that includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients receive tailored financial solutions that align with their specific needs. The firm comprises a dedicated team of ten employees, with seven of them specializing in providing investment advisory services. On average, each investment advisor at Richard Brothers manages an impressive portfolio of approximately $14,900,000 in assets under their care. Notably, the firm takes pride in its experienced advisors, including Zachary Lauzon, Randall Richard, and Neal Richard, who have contributed their expertise and dedication to the company's long-standing success. As a client-focused investment advisory firm, Richard Brothers, Financial Advisors continues to uphold its commitment to delivering comprehensive financial guidance and helping clients achieve their financial goals with the utmost professionalism and expertise.

Alterity Financial Group, LLC is a reputable investment advisory firm headquartered in Bangor, ME. With a team of 8 dedicated professionals, 5 of whom specialize in providing investment advisory services, the firm offers comprehensive financial solutions to a diverse client base. Led by experienced advisors Thomas Saunders, Lowrie Sargent, and David Krech, Alterity Financial Group, LLC has established itself as a trusted partner in wealth management. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges. With an average of $58,870,000 in assets under management per investment advisor, Alterity Financial Group, LLC is in line with industry standards. Their impressive portfolio boasts over $119,358,000 in assets under management, serving more than 250 individual clients. Notably, their expertise shines in managing employer 401Ks and individual assets, which collectively contribute to approximately half of their assets under management. A distinguishing feature of Alterity Financial Group, LLC is their discretionary management of 85% of the assets they oversee. This demonstrates their clients' trust in the firm's ability to make informed investment decisions on their behalf. Operating from 5 well-established offices, Alterity Financial Group, LLC has a strong local presence in Bangor, ME. With a track record of success and a commitment to personalized service, the firm continues to deliver tailored financial strategies to help clients achieve their investment goals.

Eagle Financial Strategies, based out of Bangor, ME, is a reputable investment advisory firm catering to over 260 individual clients. With more than $103,166,000 in assets under management, they have established themselves as a trusted financial partner. The firm operates from a single office and offers comprehensive services, including insurance brokerage. Notably, Eagle Financial Strategies boasts extensive experience in managing employer 401Ks and individual portfolios, accounting for half of their assets under management. The firm distinguishes itself through its discretionary management approach, as 100% of the assets they oversee are managed with this method. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of five dedicated employees, including two experienced investment advisors, Eagle Financial Strategies ensures personalized attention to each client's financial needs. The average assets under management per investment advisor stand at approximately $51,580,000, aligning with the industry average. This demonstrates their commitment to maintaining a balanced workload, ensuring that clients receive the attention and expertise they deserve. The firm takes pride in its long-tenured advisors, with notable individuals such as David Robbins, Andrew Nickerson, and Richard Nickerson leading the team. Eagle Financial Strategies is dedicated to providing sound financial advice and guidance to its clients, helping them navigate the complexities of the investment landscape. Their unwavering commitment to professionalism and client satisfaction sets them apart as a trusted partner in financial planning and wealth management.

Aries Wealth Management, LLC, a small investment advisory firm based out of Portland, ME, boasts a strong track record in managing substantial assets. With over 90 individual clients and a staggering $361,460,000 in assets under management, they have established themselves as a trusted partner in wealth management. While their portfolio comprises less than 30% in 401K and individual accounts, Aries Wealth Management, LLC possesses the expertise to effectively oversee employer funds. A remarkable 97% of the assets they manage are discretionary, reflecting their ability to make independent investment decisions. Catering primarily to high net worth individuals, Aries Wealth Management, LLC has cultivated a reputation for personalized and comprehensive financial solutions. Their compensation structure encompasses various models, including a percentage of assets under management. The firm takes pride in its team of five dedicated employees, with four of them serving as investment advisors. On average, each advisor oversees approximately $90,360,000 in assets under management, aligning with industry standards. Aries Wealth Management, LLC values experience and stability, evident through their team of accomplished advisors. Notably, Richard Casselman, Timothy Woodhouse, and Jason Viola have contributed to the firm's success over the years, highlighting their commitment to building long-term client relationships. With their client-centric approach, vast expertise, and impressive assets under management, Aries Wealth Management, LLC stands out as a reliable and capable partner for individuals seeking effective wealth management solutions in the Portland, ME area.