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.

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.

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.

Essential Planning, LLC, a small investment advisory firm headquartered in Portsmouth, NH, specializes in providing comprehensive financial planning and investment management services. With a team of nine dedicated professionals, including three experienced investment advisors, they deliver tailored solutions to their diverse clientele. Their exceptional performance is evident in their impressive average of $2,614,240,000 in assets under management per investment advisor, which significantly surpasses industry standards. This achievement can be attributed to their diligent approach, deep expertise, and commitment to delivering excellent results. Essential Planning, LLC prides itself on its diverse compensation structure, which includes various models such as a percentage of assets under management and performance-based fees. This approach ensures that their interests are closely aligned with their clients' financial success. The firm currently serves over 340 individual clients, effectively managing more than $310,367,000 in assets. Notably, nearly half of these assets stem from employer 401K plans and individual investors, indicating their extensive experience and proficiency in this segment of the market. A testament to their longevity and stability, Essential Planning, LLC boasts a team of seasoned advisors, including Andrew Lord, Hunter Lord, and Paul Doran, who have been with the firm for a significant period. This continuity and expertise contribute to their ability to provide consistent, reliable guidance to their valued clients. With two office locations, Essential Planning, LLC is well-positioned to serve clients throughout the Portsmouth area. As a trusted partner, they are committed to delivering comprehensive financial planning solutions and personalized investment strategies to help individuals and businesses achieve their long-term financial goals.

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.

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.

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.

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.

Compass Rose Private Investment Management, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 150 individual clients. With a track record of success, they currently manage a robust portfolio of assets valued at over $104,030,000. Offering personalized financial solutions, Compass Rose specializes in managing employer 401Ks and individual investments, boasting extensive expertise in this sector. With two offices, Compass Rose Private Investment Management is strategically positioned to cater to their clients' needs effectively. The firm prides itself on its discretionary asset management approach, as approximately 96% of the assets they oversee are managed with autonomy, enabling them to make informed investment decisions on behalf of their clients. Compass Rose's compensation structure encompasses various models, including a percentage of assets under management and fixed fees. This comprehensive approach ensures that their clients' financial goals align with the firm's success, creating a mutually beneficial partnership. With a dedicated team of four highly skilled professionals, each providing investment advisory services, Compass Rose Private Investment Management maintains an impressive average of approximately $26,010,000 in assets under management per investment advisor. Their team's collective knowledge and expertise empower them to offer tailored investment strategies that meet the unique needs of each client. As a client-focused investment advisory firm, Compass Rose Private Investment Management remains committed to delivering exceptional financial guidance, ensuring that their clients' assets are effectively managed and their financial aspirations are realized.

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.

Clark Asset Management, LLC is a reputable investment advisory firm located in Portsmouth, NH. With five offices strategically placed throughout the region, the company is well-positioned to serve its diverse clientele. Comprising a dedicated team of eight professionals, three of whom specialize in investment advisory services, Clark Asset Management, LLC demonstrates a commitment to personalized attention and expert financial guidance. With an average of $93,940,000 in assets under management per investment advisor, Clark Asset Management, LLC maintains an industry-standard level of performance. The firm's compensation structure is flexible and encompasses various types, including fixed fees, ensuring alignment with their clients' needs and objectives. One distinguishing characteristic of Clark Asset Management, LLC is that 99% of the assets they manage are discretionary, showcasing the trust and confidence their clients place in their expertise. The firm primarily serves high net worth individuals, managing a substantial portfolio of over $281,807,000 in assets for more than 100 individual clients. Boasting a team with extensive industry experience, Clark Asset Management, LLC is led by highly regarded advisors such as Christian Messemer, Michael Fechter, and Bradley Clark. These seasoned professionals contribute to the firm's long-standing reputation for excellence in investment advisory services. Overall, Clark Asset Management, LLC distinguishes itself as a trusted partner for clients seeking comprehensive financial management solutions. Their track record of success, combined with their commitment to personalized service, positions them as a leading choice in the competitive investment advisory industry.

Harbor Advisory Corporation, headquartered in Portsmouth, NH, is a small investment advisory firm with a strong focus on delivering personalized financial services. With three highly experienced employees, Harbor Advisory Corporation provides comprehensive investment advisory services to a diverse clientele. Their impressive average of approximately $941,960,000 in assets under management per investment advisor exceeds the industry average, showcasing their expertise in managing substantial portfolios. The firm's compensation structure offers flexibility and includes a range of options such as a percentage of assets under management, fixed fees, and performance-based fees. Harbor Advisory Corporation boasts a client base of over 60 individuals, with assets under management totaling more than $359,738,000. While primarily catering to high-net-worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. The vast majority, 99%, of the assets managed by Harbor Advisory Corporation are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. With one office in Portsmouth, NH, the firm operates in a single location, ensuring personalized and attentive service. The success of Harbor Advisory Corporation can be attributed to their dedicated team of advisors, including the firm's longest-tenured professionals, such as Daniel Zibinskas, Weld Butler, and John Degan. Their extensive experience and commitment to client satisfaction have solidified Harbor Advisory Corporation's reputation as a trusted investment advisory firm in the industry.