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

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