How many financial advisors are in Bangor, Maine?

Falists lists 6 registered investment advisers with a principal office or filing address in Bangor, Maine, based on public SEC IAPD data.

How do financial advisors in Bangor charge fees?

Fee structures vary by firm. In Bangor, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bangor?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Maine · 6 advisers

Financial Advisors in Bangor, Maine

Looking for a financial advisor in Bangor, Maine? Falists indexes 6 SEC-registered and state-registered investment advisers in Bangor — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.59B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.59B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning5 Trusts6 Retirement4 Institutional2

Top advisors in Bangor

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

MEANS WEALTH MANAGEMENT

Bangor, ME

AUM

$1.59B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

15 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

1-207-947-6763

Full profile Visit site →

BIRCHBROOK

Bangor, ME

AUM

$296.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

207-990-1117

Full profile Visit site →

EAGLE FINANCIAL STRATEGIES

Bangor, ME

AUM

$146.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

207-989-5522

Full profile Visit site →

OLDFIELD WEALTH PARTNERS

Bangor, ME

AUM

$110.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

207-573-3001

Full profile Visit site →

WARREN FINANCIAL, LLC

Bangor, ME

AUM

$27.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

207-573-1825

Full profile Visit site →

NICHOLS INVESTMENT MANAGEMENT

Bangor, ME

AUM

$60.2M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

207-942-8737

Full profileNo website

More cities in Maine

Portland (20)Brunswick (3)Falmouth (3)South Portland (3)Yarmouth (3)Bar Harbor (2)Boothbay Harbor (2)Auburn (1)Augusta (1)Camden (1)Ellsworth (1)Farmingdale (1)

Common questions

How many financial advisors are in Bangor, Maine?: 6 registered investment advisers are listed in our Bangor directory, sourced from public SEC filings.
What types of advisors are in Bangor?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bangor?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.