Maine · 3 advisers
Financial Advisors in Falmouth, Maine
Looking for a financial advisor in Falmouth, Maine? Falists indexes 3 SEC-registered and state-registered investment advisers in Falmouth — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $245.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$245.4M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Falmouth
Ranked by AUM · Fees, team & specialties at a glance
RM FINANCIAL SERVICES, LLC
Falmouth, ME
AUM
$245.4M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(207) 781-7637
MAINE ADVISORY ASSOCIATES
Falmouth, ME
AUM
$116.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
207-778-2250
NEW ENGLAND FINANCIAL SERVICES
Falmouth, ME
AUM
$1.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
207-632-2020
More cities in Maine
Common questions
- How many financial advisors are in Falmouth, Maine?
- 3 registered investment advisers are listed in our Falmouth directory, sourced from public SEC filings.
- What types of advisors are in Falmouth?
- 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 Falmouth?
- 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.