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
| $132,855,327 | 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.
Methodology
To generate our top financial advisors list in Brunswick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brunswick. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersInvestment 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.
Methodology
To generate our top financial advisors list in Brunswick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brunswick. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.