Clients per advisor for Team firms serving clients in Maine

In Maine, team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 76 clients versus the national median of 61. This suggests that Maine’s team firms often operate with more scalable, process-driven models that allow advisors to manage larger client loads efficiently. With 332 such firms in the state, clients may find a range of service approaches, but the higher client-to-advisor ratio indicates many firms prioritize broader reach and standardized workflows over highly personalized attention. This structure can offer more accessible advice, though potentially with less individualized focus.

Team firms nationally 3,584 firms

Very Low 17-34 per advisor

Low 34-51

Typical 51-73

High 73-109

Very High 109-216

5th 20th 40th 60th 80th 95th

Median: 61

Firm	Client/advisor ratio	Clients	Advisors	Staff
Algorithmic Investment Models	Very Low 1	8	8	8
Colomb Investment Management Company, LLC	Very Low 4	32	8	8
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
AtCap Partners, LLC	Very Low 14	342	24	26
Partners Capital Services, Inc.	Very Low 15	210	14	18
DMK Advisor Group, Inc.	Very Low 18	298	17	42
Altitude Capital Management LLC	Very Low 19	488	26	28
1834 Investment Advisors Co.	Very Low 19	369	19	45
Birch Hill Investment Advisors LLC	Very Low 20	182	9	19
Boston Research and Management, Inc.	Very Low 21	124	6	8
Your Choice Financial LLC	Very Low 21	126	6	6
Milestone Financial Planning, LLC	Very Low 21	257	12	23
Churchill Financial Advisors, LLC	Very Low 22	108	5	5
WealthCare Financial Group, Inc.	Very Low 22	130	6	6
Argonautica Private Wealth Management, Inc	Very Low 22	109	5	6
Savvi Financial LLC	Very Low 23	135	6	22
Fiduciary Family Office, LLC	Very Low 23	46	2	3
Colman Knight Advisory Group, LLC	Very Low 24	122	5	8
Napier Financial	Very Low 26	205	8	13
Overbrook Management Corporation	Very Low 26	105	4	17
Feltl Advisors	Very Low 26	395	15	15
Trust Advisory Group Ltd	Very Low 27	562	21	22
Portland Global Advisors LLC	Very Low 27	300	11	13
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Cogentblue	Very Low 28	112	4	5
Sunpointe Investments	Very Low 28	309	11	17
Little House Capital, LLC	Very Low 29	200	7	7
Integrity Financial Advisors, LLC	Very Low 29	230	8	9
Richard Brothers, Financial Advisors	Very Low 29	173	6	10
Diastole Wealth Management	Very Low 30	273	9	13
WaFd Wealth, Inc	Very Low 30	274	9	14
Sargent Investment Group	Very Low 30	396	13	18
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
Sanderson Wealth Management, LLC	Very Low 32	318	10	19
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
Aurelius Family Office, LLC	Very Low 33	165	5	8
Innovative Advisory Group	Very Low 33	298	9	10
TritonPoint Wealth, LLC	Very Low 34	338	10	15
Peddock Capital Advisors, LLC	Low 35	173	5	6
Cultivating Wealth	Low 35	175	5	5
Cornerstone Financial Planning, LLC	Low 35	247	7	7
Flagstar Advisors	Low 37	1,004	27	37
TFC Financial Management Inc	Low 38	415	11	22
Mascoma Wealth Management	Low 38	422	11	12
Radnor Capital Management, LLC	Low 38	192	5	8
BCAS	Low 38	269	7	8
Genesis Wealth Advisors, LLC	Low 39	231	6	7
Montis Financial, LLC	Low 39	580	15	26
Safford Nicholas H & Co Inc	Low 39	155	4	8
Wilkins Investment Counsel, Inc	Low 39	196	5	11
Ellevest	Low 39	471	12	19
DST Wealth Management LLC	Low 39	197	5	10
Veris Wealth Partners, LLC	Low 40	316	8	31
Parkwoods Wealth Partners, LLC	Low 40	717	18	28
MD Financial Advisors / Vestment Financial	Low 40	478	12	20
Nasdaq Dorsey Wright	Low 40	806	20	25
Guyasuta Investment Advisors, Incorporated	Low 41	451	11	13
Aries Wealth Management, LLC	Low 41	164	4	6
HSC Wealth Advisors	Low 42	376	9	10
Stansberry Asset Management, LLC	Low 42	975	23	34
Wingate Wealth Advisors, Inc.	Low 43	642	15	24
John G. Ullman & Associates, Inc	Low 43	992	23	58
Catalyst Financial Partners	Low 43	347	8	12
TRADEway	Low 44	611	14	36
Excalibur Management Corp	Low 44	307	7	12
CMH Wealth Management, LLC	Low 44	309	7	9
WinCap Financial LLC	Low 45	270	6	7
Siharum Advisors, LLC	Low 45	90	2	9
AAF Wealth Management, LLC	Low 45	271	6	10
Bridgewater Advisors Inc.	Low 45	589	13	24
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Robinson Smith Wealth Advisors, LLC	Low 46	228	5	8
Empirical Asset Management, LLC	Low 46	457	10	14
Treasure Coast Financial Planning, Inc.	Low 47	234	5	6
Boston Family Office LLC	Low 47	332	7	17
SGL Investment Advisors, Inc.	Low 47	712	15	15
The Fiduciary Group	Low 48	621	13	18
Private Capital Management	Low 48	432	9	21
Mitchell Sinkler & Starr	Low 48	240	5	9
RPG Family Wealth Advisory, LLC	Low 49	537	11	21
Marble Harbor Investment Counsel, LLC	Low 49	197	4	10
Parsons Capital Management Inc	Low 50	695	14	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Carlson Investments	Low 50	350	7	14
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
Guidance Point Advisors, LLC	Low 50	252	5	5
Ipswich Investment Management Company, Inc	Low 50	252	5	11
Peak Financial Management Inc	Low 50	353	7	9
Curbstone Financial Management Corp.	Low 51	256	5	10
Birchbrook	Typical 52	310	6	7
Noesis Capital Management Corp	Typical 52	362	7	12
Hudson Advisor Services, Inc.	Typical 52	259	5	6
A. N. Culbertson & Company, Inc.	Typical 52	311	6	9
Livelife Capital Partners LLC	Typical 52	261	5	9
Stonebridge Financial Group, LLC	Typical 54	1,287	24	29
Armstrong, Fleming & Moore, Inc.	Typical 54	539	10	27
Dividend Assets Capital, LLC	Typical 55	382	7	7
Bright Futures Wealth Management, LLC	Typical 55	879	16	16
Bts Asset Management, Inc.	Typical 55	443	8	13
Gagnon Securities, LLC	Typical 56	1,058	19	19
Washington Trust Advisors	Typical 56	781	14	21
Resolute Wealth Strategies, LLC	Typical 56	279	5	7
Sovereign Financial Group, Inc.	Typical 56	1,288	23	31
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Beck Bode LLC	Typical 57	968	17	17
Godsey & Gibb Wealth Management	Typical 57	747	13	23
YHB Investment Advisors Inc	Typical 57	1,092	19	30
Middleton & Company Inc.	Typical 58	346	6	16
Stage Harbor Financial	Typical 58	348	6	11
Rock Point Advisors, LLC	Typical 58	232	4	9
Hanson & Doremus Investment Management	Typical 58	584	10	14
Capital Management Associates Inc	Typical 58	877	15	17
DAI Wealth, LLC	Typical 59	1,466	25	40
Thayer Partners LLC	Typical 59	352	6	11
Cornerstone Planning Group	Typical 60	1,192	20	21
Transcend Capital Advisors, LLC	Typical 60	1,073	18	39
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Investmark Advisory Group LLC	Typical 60	598	10	10
American Investment Services Inc	Typical 60	359	6	10
Main Street Research LLC	Typical 60	1,018	17	24
Prentiss Smith & Company, Inc.	Typical 60	300	5	8
Clear Harbor Asset Management, LLC	Typical 60	784	13	24
Headinvest	Typical 60	423	7	13
Claro Advisors Inc.	Typical 61	1,092	18	37
Centurion Wealth Management	Typical 61	428	7	14
Marble Trail Advisors	Typical 61	368	6	9
Optivise Advisory Services LLC	Typical 61	1,227	20	25
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Dash Investments	Typical 62	432	7	9
McDermott Investment Advisors, LLC	Typical 62	618	10	10
Monte Financial Group, LLC	Typical 62	434	7	12
Personal CFO Solutions LLC	Typical 62	624	10	18
Jemma Financial Services	Typical 62	312	5	5
Moody, Lynn, Lieberson & Walker, LLC	Typical 63	503	8	14
Rossmore Private Capital, LLC	Typical 63	253	4	10
Measured Wealth Private Client Group, LLC	Typical 63	633	10	14
Summit Wealth Group LLC	Typical 64	445	7	10
Alta Wealth Advisors LLC	Typical 64	772	12	15
Journey Financial Group, Inc.	Typical 65	323	5	7
Insight Folios	Typical 65	1,228	19	19
Great Diamond Partners, LLC	Typical 65	523	8	12
Brave Family Advisors	Typical 65	327	5	7
Rise Advisors, LLC	Typical 66	464	7	9
Strategy Asset Managers L.L.C.	Typical 66	598	9	10
HORAN Wealth, LLC	Typical 67	1,408	21	32
William Joseph Capital Management, Inc.	Typical 67	1,879	28	28
Wellington Shields Capital Management, LLC	Typical 68	544	8	20
Flagship Wealth Advisors, LLC.	Typical 68	478	7	7
UAS Asset Management	Typical 68	342	5	6
Maridea Wealth Management	Typical 70	1,530	22	48
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Kelleher Financial Advisors, LLC	Typical 70	279	4	13
Sterling Financial Planning Inc	Typical 70	562	8	8
Henry H. Armstrong Associates, Inc.	Typical 71	141	2	5
Cabot Wealth Management	Typical 71	636	9	16
MJP Wealth Advisors	Typical 72	865	12	21
Frazier Financial Advisors, LLC	Typical 72	724	10	20
Arcadia Wealth Management, LLC	Typical 73	655	9	19
FEFA Financial	Typical 73	1,679	23	27
Compass Ion Advisors, LLC	High 74	1,177	16	24
Wealth Effects	High 75	596	8	17
Hunter Associates LLC	High 75	1,193	16	16
Canby Financial Advisors	High 75	374	5	11
Selective Wealth Management, Inc.	High 76	688	9	9
Roberts, Glore & Co.	High 77	383	5	7
Wealthshield Partners, LLC	High 77	1,156	15	23
Cookson Peirce Wealth Management	High 77	1,544	20	29
The Harbor Group, Inc.	High 78	700	9	22
SHP Wealth Management, LLC	High 78	2,261	29	49
Osborne Partners	High 78	704	9	18
Bigelow Investment Advisors, LLC	High 79	314	4	8
Century Management Financial Advisors	High 79	707	9	16
Rebalance LLC	High 80	636	8	17
Brighton Securities Corp.	High 80	1,753	22	26
J.M. Arbour, LLC	High 80	720	9	12
Penobscot Financial Advisors	High 80	562	7	12
Golden Reserve Retirement, LLC	High 80	2,008	25	45
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Means Wealth Management	High 81	1,302	16	24
Old Port Advisors	High 82	816	10	13
Cornerstone Wealth	High 82	2,373	29	50
Carr Financial Group	High 82	574	7	9
Eldridge Investment Advisors Inc.	High 82	659	8	8
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Oath Planning, LLC	High 84	502	6	8
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
Stack Financial Management Inc	High 87	779	9	14
Granite Bay Wealth Management, LLC	High 87	610	7	8
Berkshire Money Management, Inc.	High 88	875	10	22
Stewardship Advisory Group, LLC	High 88	530	6	17
David Wendell Associates, Inc.	High 88	442	5	5
King Wealth Management Group, LLC	High 89	708	8	8
Guidestone Advisors	High 91	2,087	23	34
Shepherd Financial Partners, LLC	High 91	730	8	24
United Asset Strategies Inc.	High 91	1,553	17	33
Bay Colony Advisors	High 91	2,650	29	36
West Branch Capital LLC	High 93	372	4	9
Lebenthal Global Advisors, LLC	High 95	2,385	25	30
Freedom Investment Management, Inc.	High 97	485	5	9
Hudock Capital Group	High 97	876	9	15
Brophy Wealth Management, LLC	High 98	391	4	11
Stonehearth Capital Management	High 98	490	5	8
Pinney & Scofield, Inc.	High 98	295	3	4
Wealth Management Resources, Inc.	High 98	590	6	9
Great Oak Capital Partners, LLC	High 99	591	6	7
Charter Oak Capital Management	High 99	1,389	14	27
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Heritage Investment Group, Inc.	High 99	894	9	21
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Grey Ledge Advisors, LLC	High 100	799	8	12
Pearson Financial Services	High 100	500	5	8
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Aviso Wealth Management	High 101	913	9	9
Silverlake Wealth Management LLC	High 103	1,028	10	13
TSFG, LLC	High 103	1,337	13	19
Willow Creek Wealth Management, Inc.	High 103	1,029	10	23
AdviceOne Advisory Services, LLC	High 104	1,449	14	56
SLP Wealth	High 104	1,657	16	23
Newman Dignan & Sheerar, Inc.	High 104	518	5	9
One Day In July LLC	High 104	1,351	13	23
SyntheticFi LLC	High 104	624	6	10
American Capital Management Inc	High 104	313	3	16
Red Lighthouse Investment Management, LLC	High 105	105	1	1
The Millstone Evans Group, LLC	High 105	630	6	8
Bill Few Associates, Inc.	High 106	2,954	28	31
Warner Wealth	High 106	739	7	20
Rossby Financial, LLC	High 106	2,542	24	24
Fourthought Financial Partners, LLC.	High 108	970	9	20
Penobscot Investment Management Company, Inc.	Very High 110	548	5	14
Markowski Investments	Very High 112	1,227	11	11
Bridgeport Financial Solutions	Very High 112	895	8	9
Stablepoint Partners, LLC	Very High 112	561	5	11
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
RBF Wealth Advisors	Very High 113	1,244	11	17
Finivi Inc.	Very High 114	683	6	8
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Centric Advisors, LLC	Very High 114	913	8	11
StrategicPoint Investment Advisors LLC	Very High 118	706	6	12
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Boston Standard Wealth Management, LLC	Very High 131	393	3	5
Beacon Financial Group	Very High 132	1,052	8	18
Driven Investments LLC	Very High 132	1,192	9	9
Howe and Rusling, Inc.	Very High 135	1,081	8	26
Roundview Capital, LLC	Very High 136	544	4	13
Purkiss Capital Advisors, LLC	Very High 136	409	3	8
Bristol Wealth Group	Very High 139	836	6	10
Zevin Asset Management, LLC	Very High 140	558	4	15
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Professional Planning Group	Very High 142	1,281	9	16
Sowa Financial Group	Very High 143	572	4	8
Acorn Financial Advisory Services, Inc.	Very High 144	2,584	18	18
Barrett & Company	Very High 144	576	4	7
Deltec Asset Management LLC	Very High 148	148	1	15
Flynn Zito Capital Management, LLC	Very High 148	1,039	7	7
BostonPremier Wealth	Very High 150	749	5	8
Great Point Wealth Advisors, LLC	Very High 151	452	3	5
Matrix Asset Advisors Inc	Very High 152	607	4	12
Affinity Investment Group, LLC	Very High 154	461	3	9
TLWM Financial	Very High 156	1,249	8	11
Sandhill Investment Management	Very High 157	2,044	13	22
Financial Security Management, Inc	Very High 157	1,102	7	7
Independent Solutions Wealth Management, LLC	Very High 158	4,265	27	30
Woodley Farra	Very High 159	1,591	10	14
Byrne Financial Freedom, LLC	Very High 159	956	6	11
Nvest Financial, LLC	Very High 160	799	5	16
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Greenbush Financial Group, LLC	Very High 162	648	4	6
MSA Financial	Very High 166	1,324	8	19
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Nectarine	Very High 169	3,210	19	32
GRP Retirement Planning	Very High 169	846	5	16
Retirable	Very High 170	2,210	13	23
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
Integrated Capital Management, Inc.	Very High 176	882	5	7
Scarborough Capital Management	Very High 178	2,664	15	23
Coston, McIsaac & Shea Financial Advisors	Very High 179	1,254	7	12
Grandfield & Dodd, LLC	Very High 186	742	4	16
Minot DeBlois Advisors LLC	Very High 187	187	1	4
IBN Advisory Services, Inc.	Very High 188	1,503	8	8
Essential Planning, LLC	Very High 191	573	3	11
Clarity Financial Advisors LLC	Very High 197	985	5	8
New England Capital Financial Advisors LLC	Very High 198	1,185	6	12
Asset Dedication, LLC	Very High 199	1,986	10	10
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Vestia Personal Wealth Advisors	Very High 209	3,970	19	31
Johnson Brunetti	Very High 216	6,038	28	64
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
First Affirmative Financial Network LLC	Very High 228	2,275	10	23
McNamara Financial Services, Inc.	Very High 232	928	4	11
Kelly Financial Services LLC	Very High 234	1,401	6	10
93 Financial Group, LLC	Very High 235	1,175	5	8
StraightLine	Very High 236	2,358	10	11
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Iron Gate Global Advisors	Very High 251	1,760	7	7
DT Investment Partners, LLC	Very High 259	1,296	5	8
Glen Eagle Advisors, LLC	Very High 280	3,361	12	21
Patten and Patten, Inc.	Very High 280	841	3	13
The Capital Advisory Group Advisory Services, LLC	Very High 285	1,424	5	7
Investment Advisory Group LLC	Very High 308	1,542	5	10
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Independence Financial Advisors, LLC	Very High 342	2,734	8	11
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Wealthcare Investment Partners LLC	Very High 363	1,816	5	12
Baltimore-Washington Financial Advisors	Very High 406	5,272	13	36
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Mariner	Very High 505	3,537	7	13
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Public Advisors LLC	Very High 646	4,521	7	44
Estabrook Capital Management LLC	Very High 697	697	1	10
W&S Advisory Services, LLC	Very High 743	6,689	9	9
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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