Maine · 3 advisers
Financial Advisors in South Portland, Maine
Looking for a financial advisor in South Portland, Maine? Falists indexes 3 SEC-registered and state-registered investment advisers in South Portland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $444.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$444.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in South Portland
Ranked by AUM · Fees, team & specialties at a glance
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
ABBINGTON INVESTMENT GROUP, LLC
South Portland, ME
AUM
$202.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
207-433-5820
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
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Common questions
- How many financial advisors are in South Portland, Maine?
- 3 registered investment advisers are listed in our South Portland directory, sourced from public SEC filings.
- What types of advisors are in South Portland?
- 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 South Portland?
- 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.