Maine · 54 firms
Trust & Estate Advisors in Maine
Advisers working with trusts, estates, and charitable organizations. Browse 54 advisers in Maine matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Maine
H.M. PAYSON
Portland, ME
AUM
$9.09B
Team
29 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
207-772-3761
R M DAVIS INC
Portland, ME
AUM
$8.15B
Team
25 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
207-774-0022
MEANS WEALTH MANAGEMENT
Bangor, ME
AUM
$1.59B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
1-207-947-6763
PORTLAND GLOBAL ADVISORS LLC
Portland, ME
AUM
$1.17B
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
207-773-2773
HEADINVEST
Portland, ME
AUM
$891.8M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-773-5333
GREAT DIAMOND PARTNERS, LLC
Portland, ME
AUM
$804.1M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-274-2500
OLD PORT ADVISORS
Portland, ME
AUM
$782.8M
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
207-774-6552
ARIES WEALTH MANAGEMENT, LLC
Portland, ME
AUM
$658.6M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
207-536-0530
HARPSWELL CAPITAL ADVISORS, LLC
Yarmouth, ME
AUM
$587.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
207-926-1380
BIGELOW INVESTMENT ADVISORS, LLC
Portland, ME
AUM
$555.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-772-2900
PENOBSCOT FINANCIAL ADVISORS
Portland, ME
AUM
$544.5M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(207) 990-1901
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Bar Harbor, ME
AUM
$466.9M
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
207-288-4747
ROBINSON SMITH WEALTH ADVISORS, LLC
South Portland, ME
AUM
$444.9M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
207-874-9840
CHOICE WEALTH ADVISORS LLC
Waterville, ME
AUM
$323.3M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(207) 873-0996
BIRCHBROOK
Bangor, ME
AUM
$296.5M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
207-990-1117
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
ABBINGTON INVESTMENT GROUP, LLC
South Portland, ME
AUM
$202.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
207-433-5820
CLARK & STUART INC
Portland, ME
AUM
$195.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
207-775-1140
J.M. ARBOUR, LLC
Gardiner, ME
AUM
$183.2M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(207) 248-6767
RICHARD BROTHERS, FINANCIAL ADVISORS
South Portland, ME
AUM
$180.6M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
207-879-2352
AUM
$176.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(617) 945-1991
AUM
$155.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
508-850-6401
GRP RETIREMENT PLANNING
Farmingdale, ME
AUM
$155.3M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(207) 622-4494
MAIDEN COVE CAPITAL
Yarmouth, ME
AUM
$153.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-482-3840
66 total advisers in Maine. Browse all Maine advisors