Top financial advisors in Brunswick, ME
We've curated a list of the best financial advisors in Brunswick, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $132,855,327 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Brunswick, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Outfitter Financial
Outfitter Financial, LLC is a fee-only registered investment advisor established in 2017, offering asset management services to help clients achieve long-term growth and capital appreciation. The firm manages $148,427,178 in discretionary assets and $8,445,416 in non-discretionary assets as of December 31, 2024. Their portfolio management strategies focus on equity, fixed income, mutual funds, ETFs, and third-party money managers to tailor unique asset allocation guidelines for clients. Clients are primarily individuals and families, with a minimum initial investment of $1,000,000, which may be waived under certain circumstances. Outfitter Financial acts as a fiduciary, putting clients' interests first, and does not charge performance-based fees. The firm's investment strategies involve fundamental and technical analysis to manage risk and grow wealth. They offer consulting services for high net-worth clients at additional fees. Outfitter Financial's custodial services are provided by RBC Advisor Services, and they exercise discretion in trading securities for client accounts. The firm has a Code of Ethics to ensure ethical conduct and a review process for client accounts. They do not receive referral compensation and have no disciplinary events to report.
$132,855,327 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Investment Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Brunswick, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.