Clients per advisor for Supported firms in Maine

In Maine, supported financial advisory firms typically manage a higher client load per advisor compared to the broader market. With 116 firms in this category, the median number of clients per advisor is 66, exceeding the national median of 47. This suggests that Maine’s supported firms often operate with more structured, scalable models, enabling advisors to serve a larger client base efficiently. Clients seeking a balance between personalized service and accessibility may find that Maine’s firms lean toward broader client coverage, reflecting a focus on streamlined processes and potentially lower minimums or fees.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Sonder Partners	Very Low 3	5	2	2
New England Financial Services	Very Low 4	7	2	2
AMWH Asset Management LLC	Very Low 5	10	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Patriot Mullare Associates, Inc	Very Low 13	25	2	2
Kelly & Associates, LLC	Very Low 13	26	2	2
North Haven Financial LLC	Very Low 17	33	2	2
Upleft Asset Management	Very Low 18	53	3	3
Wakely Investment Management	Very Low 19	57	3	3
Wright Cove Capital	Very Low 21	41	2	2
Maiden Cove Capital	Low 23	46	2	3
Compass Planning Associates, Inc.	Low 24	72	3	3
Cubic Advisors, LLC	Low 25	49	2	2
Abbington Investment Group, LLC	Low 25	50	2	3
Cornerstone Investment Services	Low 26	78	3	3
Gilbert Investment Management	Low 27	54	2	2
Catalyst Investment Management LLC	Low 30	60	2	4
August Wealth Group, Inc.	Low 30	60	2	2
Capital Wealth Planning Services	Low 31	62	2	2
Aventura Capital Management, LLC	Low 32	126	4	4
Bennett Selby Investments, L.P.	Low 32	96	3	3
Portland Investment Advisors, LLC.	Low 32	64	2	2
Bulwark Capital Corporation	Low 35	70	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Bluebird Wealth Management LLC	Low 37	112	3	3
Datalign	Low 38	38	1	20
MHP Asset Management	Low 38	76	2	2
Financial Freedom	Low 38	114	3	4
Pine Capital	Low 39	77	2	2
Bourne Lent Asset Managament, Inc.	Low 39	78	2	4
Integrated Wealth Management, LLC	Low 39	39	1	3
Steele Street Capital LLC	Low 40	79	2	3
Darrow Wealth Management	Typical 41	122	3	5
Seascape Capital Management, LLC	Typical 42	169	4	6
Hager Investment Management Services, LLC	Typical 43	171	4	4
Sturman Wealth Advisors	Typical 46	91	2	2
Oldfield Wealth Partners	Typical 47	93	2	2
InTrack Investment Management, Inc.	Typical 47	189	4	4
Harbor Advisory Corporation	Typical 48	144	3	3
Alternative Capitalis, LLC	Typical 49	97	2	2
BlueLine Advisors	Typical 49	148	3	3
Cox Capital Management LLC	Typical 50	201	4	4
Conscious Capital	Typical 51	152	3	4
AFG Fiduciary Services	Typical 53	159	3	3
Essex Private Wealth Management LLC	Typical 54	216	4	6
Silver Accounting Service Inc. DBA Silver Financial Service	Typical 54	54	1	3
Woodside Wealth Management	Typical 55	110	2	4
Outfitter Financial	Typical 58	58	1	4
Mench Financial Inc	Typical 58	175	3	4
Maine Advisory Associates	Typical 59	176	3	3
Fairscale Capital, LLC	Typical 59	177	3	3
Mason Capital Partners	Typical 59	177	3	7
Clark & Stuart Inc	Typical 59	178	3	4
Estate Planners of New England, LLC	Typical 60	119	2	2
Coston and McIsaac Investment Advisers, LLC	Typical 60	180	3	3
Good Harbor Advisors, Inc.	Typical 61	245	4	4
SFM, LLC	Typical 62	247	4	6
Flying Point Financial, Inc.	High 64	191	3	4
Richardson Financial Services	High 64	192	3	6
Nefpg	High 65	196	3	6
Robbins Farley LLC	High 66	263	4	5
Odiorne Point Asset Management, LLC	High 67	202	3	3
Polaris Investment Advisors, LLC	High 69	138	2	4
Peak Wealth Management LLC	High 69	208	3	3
Salem Advisory Group LLC	High 72	288	4	4
Top Private Wealth	High 75	150	2	2
Allred Harris Wealth Management.	High 78	312	4	6
Blue Marble Investments	High 78	235	3	3
Three Bearings Fiduciary Advisors, Inc.	High 79	157	2	4
New England Schooner, Inc.	High 80	320	4	4
Investable	High 81	81	1	4
Mainstream Capital Management	High 85	170	2	4
Burnham & Company LLC	High 86	171	2	2
Stillwater Investing	High 88	263	3	3
TJT Capital Group, LLC	High 91	181	2	4
Auour Investments LLC	High 91	363	4	7
Blue Point Financial, Inc.	High 94	187	2	3
J. Murphy Asset And Tax Management	High 95	95	1	3
Perennial Advisors Group, LLC	High 96	191	2	4
Birch Financial Group	High 96	192	2	2
Cornerstone Wealth Planning	High 98	195	2	5
Eagle Financial Strategies	High 98	294	3	6
Bouvel Investment Partners, LLC	High 103	206	2	4
Lumbard & Kellner, LLC	Very High 105	316	3	4
Ouellette Wealth Advisory LLC	Very High 107	213	2	7
Trombley Wealth Management	Very High 111	222	2	4
Broadlake Financial Management	Very High 113	451	4	5
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Tonge Investments	Very High 118	236	2	2
Factor Investing Group	Very High 123	491	4	6
Bennington Financial Planning Group	Very High 125	376	3	3
Moneywatch Advisors, Inc.	Very High 128	384	3	6
RM Financial Services, LLC	Very High 130	390	3	4
Capital Design Private Wealth LLC	Very High 132	264	2	2
Secure Planning, LLC	Very High 132	529	4	5
Advisifi LLC	Very High 133	133	1	6
Financial Solutions Associates	Very High 135	270	2	2
Gilbert Capital Group	Very High 139	139	1	3
Sky Alpha Asset Advisors	Very High 143	286	2	3
Grove Street Fiduciary, LLC	Very High 146	292	2	4
Flagship Private Wealth	Very High 149	597	4	4
Straight Forward Wealth Management, LLC	Very High 170	339	2	2
First Financial Advisory Services Inc	Very High 172	516	3	7
Hall Capital Management Company, Inc.	Very High 173	519	3	9
APEX Investment Group	Very High 173	519	3	6
Farrow Financial Inc	Very High 194	194	1	4
Adirondack Financial Services Corp	Very High 199	596	3	16
Virtus Financial Partners	Very High 201	602	3	6
Rothwell Investment Advisors	Very High 236	707	3	5
Hammond Iles Wealth Advisors	Very High 243	971	4	7
NBW Capital LLC	Very High 252	0	1	3
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
GreenPortfolio Inc.	Very High 346	346	1	6

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Clients per advisor for Supported firms serving clients in Maine