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.

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.

Bigelow Investment Advisors, LLC, based out of Portland, ME, is a reputable local investment advisory firm with a solid team of professionals dedicated to providing exceptional investment advisory services. With a total of five highly skilled employees, they offer expert guidance in managing investment portfolios for their diverse clientele. On average, each investment advisor at Bigelow Investment Advisors oversees approximately $104,190,000 in assets under management, which falls within the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach for their clients. Bigelow Investment Advisors boasts an impressive roster of over 210 individual clients, who collectively entrust the firm with assets totaling more than $383,895,000. While less than 30% of their managed assets come from 401K and individual accounts, the firm possesses the expertise and capacity to effectively handle employer funds as well. Of the assets they manage, a significant 81% are under their discretionary management, reflecting their clients' confidence in their decision-making abilities. With one office in Portland, ME, Bigelow Investment Advisors is deeply ingrained in the local community, catering to the unique financial needs of their clients. The firm takes pride in its experienced advisors, with Racquel Tibbetts, Patrick Flood, and Michael Moore among the longest-tenured professionals on their team. Their extensive knowledge and dedication contribute to the firm's success in providing top-notch investment advisory services to their valued clientele.

Robinson Smith Wealth Advisors, LLC is a distinguished investment advisory firm headquartered in Portland, ME. With a team of seven talented professionals, they specialize in delivering comprehensive wealth management solutions to their esteemed clientele. Five of their expert advisors provide exceptional investment advisory services, ensuring their clients receive personalized and tailored strategies. As an established firm, Robinson Smith Wealth Advisors manages an impressive average of approximately $92,230,000 in assets per investment advisor. This figure aligns with the industry average, highlighting their proficiency in managing substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Impressively, the firm oversees a vast client base of over 80 individuals, with assets under management exceeding $288,544,000. A significant portion of these assets is dedicated to high net worth individuals, demonstrating the firm's expertise in catering to this segment. While 401(k) and individual accounts comprise less than 30% of their assets, Robinson Smith Wealth Advisors possesses the necessary capabilities to manage employer funds, showcasing their versatility in meeting diverse client needs. With an emphasis on discretion, an impressive 93% of the assets managed by Robinson Smith Wealth Advisors are discretionary, allowing the firm to make informed decisions in the best interest of their clients. The company operates out of two offices in Portland, ME, providing convenient accessibility to their local clientele. Robinson Smith Wealth Advisors prides itself on its team's experience and tenure. Notable long-serving advisors include Donovan Ingle, Tracey Daigle, and David Smith. Their collective knowledge and expertise contribute to the firm's reputation for delivering exceptional financial guidance and achieving client success.

Outfitter Financial, based out of Brunswick, ME, is a small investment advisory firm with a strong reputation for providing exceptional financial services. With a total of 3 employees, including 2 highly experienced investment advisors, Outfitter Financial offers personalized and comprehensive guidance to its clientele. The firm boasts an impressive average of approximately $249,860,000 in assets under management per investment advisor, significantly surpassing the industry average. This success can be attributed to their client-centered approach and dedication to achieving optimal financial outcomes. Outfitter Financial's compensation structure is designed to align the interests of the firm and its clients. It includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. This flexible arrangement ensures transparency and fosters a strong sense of trust between the firm and its clients. With over 20 individual clients, Outfitter Financial manages an impressive portfolio of over $139,421,000 in assets. The majority of these assets belong to high-net-worth individuals who trust the firm's expertise and proven track record. The firm specializes in discretionary asset management, with 95% of the assets they handle falling under this category. This reflects their ability to make informed investment decisions on behalf of their clients, allowing them to navigate the complex financial landscape with confidence. Outfitter Financial maintains two offices, providing convenient access to their exceptional services. David Kenkel and Michael Brazinsky, two of the firm's longest-tenured registered advisors, bring a wealth of knowledge and experience to the table, ensuring that clients receive the highest level of expertise and guidance.

J.M. Arbour, LLC, a trusted local investment advisory firm, is headquartered in Hallowell, ME, operating from two offices. With a team of eight employees, including six dedicated investment advisors, they provide comprehensive financial guidance to their extensive clientele. Their average of approximately $15,490,000 in assets under management per advisor demonstrates their ability to effectively manage client portfolios. J.M. Arbour offers a range of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in client relationships. Approximately half of their assets under management originate from employer 401K plans or individual accounts, reflecting their strong expertise and experience in this space. With 95% of their managed assets being discretionary, J.M. Arbour exercises full authority in investment decision-making on behalf of their clients. Catering to over 390 individual clients, J.M. Arbour oversees more than $92,942,000 in assets under management. The firm's success is bolstered by the expertise of their longest-tenured advisors, including James Lowell, John Keizer, and John Fitzpatrick, who bring extensive industry knowledge and experience to the firm. Clients can trust J.M. Arbour to provide personalized and strategic financial advice, guiding them towards achieving their financial goals. With a strong presence in the local community, J.M. Arbour is committed to delivering reliable and tailored investment solutions to their valued clients.

H.M. Payson, headquartered in Portland, ME, is a prominent regional investment advisory firm that operates through three offices. With a team of 32 employees, 28 of whom are dedicated to providing investment advisory services, H.M. Payson demonstrates a commitment to delivering personalized financial solutions. They boast an impressive average of approximately $220,810,000 in assets under management per investment advisor, surpassing the industry average. The firm offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. While H.M. Payson manages a range of accounts, including 401Ks and individual accounts, these represent less than 30% of their total assets under management. Nevertheless, the company possesses the capability to effectively handle employer funds. A notable 93% of the assets they manage are under discretionary management, reflecting the firm's expertise and trusted decision-making. In addition to investment advisory services, H.M. Payson extends its expertise as a trust company. Their comprehensive services cater to over 2,850 individual clients, overseeing an impressive $6,182,778,000 in assets under management. The firm prides itself on its long-standing relationships with clients, nurtured by seasoned advisors such as William Weickert, Thomas Pierce, and John Walker, who have exemplified dedication and expertise throughout their tenures. H.M. Payson's unwavering commitment to providing exceptional financial guidance, combined with their impressive track record and diverse range of services, has solidified their reputation as a leading investment advisory firm in the region.