Secure Planning, based out of Portsmouth, NH, is a reputable small investment advisory firm with a solid track record. With over 900 individual clients and more than $152,269,000 in assets under management, they have established themselves as a trusted partner for their clients' financial planning needs. The firm operates from two offices and offers a wide range of services, including insurance brokering and agency services. What sets Secure Planning apart is their expertise in managing employer 401Ks and individual investments, making them well-versed in this specialized area. All of the assets they manage are discretionary, allowing clients to entrust their financial decisions to the capable hands of Secure Planning's experienced advisors. The firm's compensation structure is flexible and diverse, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This approach ensures that clients can choose the most suitable arrangement for their unique requirements. With a total of six employees, four of whom specialize in investment advisory services, Secure Planning maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $38,070,000 in assets under their care. Notably, Secure Planning boasts a team of seasoned advisors, including Lisa Dugan, Edward Mallon, and Julianne Smith, who have been with the firm for an extended period, providing stability and continuity for their clients. Secure Planning's dedication to personalized service, comprehensive financial planning, and wealth management makes them a trusted partner in helping individuals and employers navigate their financial futures.

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.

Granite Bay Wealth Management, LLC, headquartered in Portsmouth, NH, is a highly regarded local investment advisory firm with a strong track record. With over 340 individual clients and an impressive $252,514,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management. Specializing in employer 401Ks and individual investments, Granite Bay Wealth Management possesses extensive expertise in this sector, attracting a diverse range of clients. Their commitment to personalized service and tailored investment strategies has earned them a reputation for delivering exceptional results. With 95% of their assets managed on a discretionary basis, Granite Bay Wealth Management offers comprehensive financial solutions that adapt to the evolving needs of their clients. Their compensation structure is designed to align their interests with those of their clients, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Led by a team of seasoned professionals, Granite Bay Wealth Management comprises eight dedicated employees, with five of them providing investment advisory services. The firm maintains an industry-average average of approximately $50,500,000 in assets under management per investment advisor, ensuring clients receive personalized attention and expertise. Notably, Granite Bay Wealth Management boasts a group of long-tenured advisors who have consistently delivered exceptional service. Prominent among them are Nathaniel Cary, Paul Stanley, and Joseph Skees, whose extensive experience and deep understanding of the financial landscape have been instrumental in the firm's success. As Granite Bay Wealth Management continues to grow and serve their clients' financial needs, their commitment to excellence and client satisfaction remains unwavering, making them a trusted partner for individuals seeking comprehensive and reliable wealth management services.

Measured Wealth Private Client Group, LLC is a local investment advisory firm based out of Portsmouth, NH, specializing in providing personalized wealth management solutions. With a total of 14 employees, 10 of whom are dedicated to delivering top-notch investment advisory services, they possess a robust team to cater to their clients' financial needs. The firm boasts an impressive average of approximately $56,000,000 in assets under management per investment advisor, aligning with the industry standard. With over 490 individual clients, Measured Wealth Private Client Group, LLC manages a substantial amount of assets, totaling over $384,673,000. Notably, nearly half of these assets originate from employer 401Ks or individuals, showcasing the firm's expertise and success in this particular domain. Demonstrating their commitment to ensuring clients' financial goals are met, an overwhelming 99% of the assets they manage are done so on a discretionary basis. Measured Wealth Private Client Group, LLC operates from three offices, strategically positioned to conveniently serve their clientele. The firm takes pride in its team of experienced advisors, with notable individuals like Kelly Foss-Root, Jay Levy, and Edward Benway contributing their expertise and tenure to the organization's success. In terms of compensation, Measured Wealth Private Client Group, LLC offers a range of options to align with their clients' preferences and objectives. This includes a percentage of assets under management, fixed fees, and other flexible structures. Overall, Measured Wealth Private Client Group, LLC stands as a trusted partner, providing comprehensive investment advisory services and managing substantial assets to help their clients achieve their financial aspirations.

Cornerstone Financial Planning, LLC, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $254,202,000 in assets under management. With three offices, Cornerstone Financial Planning specializes in providing comprehensive financial planning solutions to individuals and families. Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. A noteworthy aspect is that 98% of the assets they manage are discretionary, reflecting their clients' trust and confidence in the firm's investment strategies. Cornerstone Financial Planning primarily caters to high-net-worth individuals, managing the majority of their substantial assets. Their compensation structure is designed to align with the clients' needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of seven employees, including six investment advisors, Cornerstone Financial Planning maintains a favorable ratio of assets under management per investment advisor, averaging approximately $42,370,000. The firm takes pride in their experienced staff, with notable advisors such as Barry Betters, Christina Traurig, and Mackenzie Arsenault, who have demonstrated their commitment and expertise over the years. Cornerstone Financial Planning, LLC strives to provide personalized financial advice and guidance, ensuring that their clients' goals and aspirations are at the forefront of every decision made. With their comprehensive approach and experienced team, they continue to be a trusted partner in helping clients navigate their financial future.

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.

Capital Design Private Wealth LLC, based out of Portsmouth, NH, is a small but highly reputable investment advisory firm. With a total of three employees, each of them dedicated to providing exceptional investment advisory services, Capital Design offers a personalized approach to wealth management. One of the key factors that sets Capital Design apart is its impressive average assets under management per investment advisor, which stands at approximately $1,785,730,000. This figure significantly surpasses the industry average, reflecting the firm's ability to attract and retain substantial investments. The compensation structure at Capital Design is diverse, encompassing various models, such as a percentage of assets under management. This approach ensures that the firm's interests are aligned with their clients' success and serves as a testament to their commitment to delivering outstanding results. Capital Design boasts a substantial client base, with over 90 individual clients entrusting them with more than $111,000,000 in assets under management. The majority of these assets belong to high net worth individuals, demonstrating the firm's specialization in catering to the needs of affluent clients. Employer 401Ks and individual accounts account for approximately half of the assets under management, showcasing Capital Design's extensive experience in this space. Moreover, the firm exclusively manages discretionary assets, allowing them to make informed investment decisions on behalf of their clients. Situated in Portsmouth, NH, Capital Design operates from a single office, fostering close-knit relationships with clients and providing a personalized and attentive service. The firm boasts a team of highly experienced advisors, including Nicholas Drew, Andre Laplante, and Hilton Kelly, who have been with the company for an extended period, ensuring stability and continuity for their valued clients.