Clients per advisor for Independent firms in Maine

In Maine, independent financial advisors tend to serve a notably higher number of clients compared to their peers nationwide. With a median of 42 clients per advisor—well above the national median of 26—advisors in this state appear to balance personalized service with a moderately scaled client base. This suggests many Maine advisors have moved beyond the early growth phase typical of solo practices and may be managing larger, more established client rosters. For consumers, this could mean access to advisors who offer a blend of individualized attention and operational efficiency, reflecting a mature independent advisory market in the state.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Educated Investors LLC	Very Low 1	0	1	1
Kingfisher Capital Management LLC	Very Low 3	3	1	1
Deer Isle Research & Management, LLC	Very Low 3	3	1	1
Black Harbor Financial	Very Low 6	6	1	1
Frost Investment Partners, LLC	Very Low 7	7	1	1
Retirement Solutions	Very Low 8	8	1	1
Flying Point Advisors	Very Low 8	8	1	1
Samara Financial, Inc.	Very Low 9	9	1	1
Integral Financial Planners	Low 10	10	1	1
Marshall Point Advisors LLC	Low 11	11	1	1
Kirkwood Private, LLC	Low 13	13	1	1
Cubic Pye Capital Management, Inc.	Low 14	14	1	2
Shoreline Capital Corporation	Low 14	14	1	1
OADE Financial	Low 15	15	1	1
Engels Investment Advisors, LLC	Low 17	17	1	1
Zen Financial Planning, LLC	Typical 21	21	1	1
Able Money LLC	Typical 21	21	1	1
Silver Maple Financial, LLC	Typical 23	23	1	1
Maine Securities Corporation	Typical 24	24	1	1
Harbor Investment Advisors	Typical 25	25	1	1
The Gold Company	Typical 28	28	1	1
Ashbay Capital, LLC	Typical 30	30	1	1
Strategic Financial Alliance, LLC	Typical 32	32	1	1
Portland Financial Planning Group	Typical 32	32	1	2
Queenvest	Typical 34	34	1	1
Nichols Investment Management	High 36	36	1	1
BradyCo Financial	High 37	37	1	1
Black Brook Financial Planning	High 38	38	1	1
Pathways Financial Planning	High 38	38	1	1
Drach Advisors LLC	High 39	39	1	1
Prometheus Investment Advisors LLC	High 40	40	1	1
Deem Asset Management	High 41	41	1	1
O'Brien Asset Management	High 42	42	1	1
Stewardship Financial Plainning, LLC	High 42	42	1	1
Warren Financial, LLC	High 44	44	1	1
Letteney Financial Advisory, LLC	High 45	45	1	1
Intent Advice, Inc.	High 45	45	1	1
Dirigo Financial LLC	High 49	49	1	1
Birch Point Wealth Management LLC	High 58	58	1	1
Kronos Wealth Management	High 60	60	1	1
Freedom Wealth Advisors, LLC	High 60	60	1	1
Rockworth Investment Services LLC	High 61	61	1	1
Maine Center for Wealth Management, LLC	High 61	61	1	1
TAK Advisory	High 62	62	1	1
Seaport Financial Planning, LLC	High 65	65	1	1
Daniels D'Amelio Investment Management Group, LLC	Very High 67	67	1	1
Bogue Asset Management LLC	Very High 68	68	1	1
Logbook Financial Planning, LLC	Very High 70	70	1	1
Middle Street Capital, LLC	Very High 79	79	1	1
Azimuth Capital Management, LLC	Very High 82	82	1	1
August Wealth Management	Very High 85	85	1	1
F3 Capital	Very High 103	103	1	1
James Heavey Wealth Advisors, LLC	Very High 105	105	1	1
Schultz Retirement Income Solutions, Inc.	Very High 110	110	1	1
Saco River Financial Planning	Very High 122	122	1	1
Golden Financial Services	Very High 126	126	1	1
FMA Wealth Management, LLC	Very High 144	144	1	2
On Track Financial LLC	Very High 145	145	1	1
Gibson Financial Solutions, Inc.	Very High 153	153	1	2
Financial Solutions Associates	Very High 174	174	1	1
deMauriac LLC	Very High 212	212	1	1
Atlantic Coast Financial	Very High 248	248	1	2
Applied Capital Management, LLC	Very High 500	500	1	2
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Maine