AdvisorCensus / Financial advisors / Maine / Portland, ME / Branch offices
Advisory firms with an office in Portland, ME, headquartered elsewhere
35 investment advisory firms with a principal office outside the Portland, ME metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Aligned Climate Capital LLC | Portland, ME | New York, NY | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Portland, ME | Mount Pleasant, SC | SEC-registered investment adviser |
| Armstrong Advisory Group Inc. | Portland, ME | Needham, MA | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Scarborough, ME | Chicago, IL | SEC-registered investment adviser |
| Berger Financial Group | Portland, ME | Plymouth, MN | SEC-registered investment adviser |
| Bloomfield Capital Holdings, LLC | Portland, ME | Birmingham, MI | SEC-registered investment adviser |
| Bolton Global Asset Management | Falmouth, ME | Bolton, MA | SEC-registered investment adviser |
| Bradley Foster & Sargent Inc | Portland, ME | Hartford, CT | SEC-registered investment adviser |
| Cerberus Capital Management, L.P. | Portland, ME | New York, NY | SEC-registered investment adviser |
| Cornerstone Financial Planning, LLC | Portland, ME | Portsmouth, NH | SEC-registered investment adviser |
| DOW Family Office Advisory, LLC | Falmouth, ME | Lakewood Ranch, FL | SEC-registered investment adviser |
| EP Wealth Advisors | Brunswick, ME | Torrance, CA | SEC-registered investment adviser |
| F L Putnam Investment Management Co. | Portland, ME | Lynnfield, MA | SEC-registered investment adviser |
| Fiducient Advisors LLC | Kennebunk, ME | Chicago, IL | SEC-registered investment adviser |
| Financial Freedom | York, ME | Cincinnati, OH | SEC-registered investment adviser |
| Flagship Harbor Advisors, LLC | Yarmouth, ME | Boston, MA | SEC-registered investment adviser |
| Grimes & Company | Portland, ME | Westborough, MA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Falmouth, ME | Chicago, IL | SEC-registered investment adviser |
| Hoplon Asset Management, L.P. | Portland, ME | Greenwich, CT | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | South Portland, ME | Charlotte, NC | SEC-registered investment adviser |
| Kelleher Financial Advisors, LLC | Portland, ME | New York, NY | SEC-registered investment adviser |
| Lifemark Securities Corp. | Brunswick, ME | Rochester, NY | SEC-registered investment adviser |
| Marble Trail Advisors | Yarmouth, ME | Middlebury, VT | SEC-registered investment adviser |
| Mascoma Wealth Management | Portland, ME | Hanover, NH | SEC-registered investment adviser |
| Measured Wealth Private Client Group, LLC | Saco, ME | Rye, NH | SEC-registered investment adviser |
| Miri Capital Management LLC | Portland, ME | Boston, MA | SEC-registered investment adviser |
| MMA Securities LLC | Portland, ME | New York, NY | SEC-registered investment adviser |
| Northeast Planning Associates, Inc. | Falmouth, ME | Bedford, NH | SEC-registered investment adviser |
| Nvest Financial, LLC | Kennebunk, ME | Portsmouth, NH | SEC-registered investment adviser |
| Selkirk Management, LLC | Portland, ME | Chatham, NJ | SEC-registered investment adviser |
| Stephens | Portland, ME | Little Rock, AR | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Portland, ME | Stamford, CT | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Portland, ME | New York, NY | SEC-registered investment adviser |
| Wilmington Trust Investment Advisors, Inc. | Portland, ME | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Management | Portland, ME | Wilmington, DE | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Portland, ME on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Catalyst Investment Management LLC | New Gloucester, ME | SEC-registered investment adviser |
| Guidance Point Advisors, LLC | Portland, ME | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Portland, ME, headquartered elsewhere. https://advisorcensus.com/advisors/me/portland/branch-offices https://advisorcensus.com/advisors/me/portland/branch-offices