Top financial advisors in South Portland, ME
We've curated a list of the best financial advisors in South Portland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $101,413,122 Number of advisors 10 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 South Portland, 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.
Richard Brothers, Financial Advisors
Richard Brothers, Financial Advisors is a corporation established in Maine in 1996, specializing in investment advisory services and financial planning for individuals, businesses, trusts, and charitable organizations. The firm offers discretionary and non-discretionary advisory programs, with a focus on Whole Picture Planning covering retirement security, business transition, estate protection, education funding, and income sources. Clients have the option for limited non-discretionary services and stand-alone financial planning and consulting services. The firm primarily recommends registered investment companies and provides ongoing monitoring of client accounts. Richard Brothers, Financial Advisors charges a negotiable annual advisory fee based on portfolio value, with additional fees for financial planning services. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients have the ability to engage the firm on a discretionary basis, allowing Richard Brothers, Financial Advisors to make investment decisions on their behalf. The firm does not vote client proxies and maintains custody through direct fee deduction. Richard Brothers, Financial Advisors has not been subject to disciplinary actions and does not solicit fees in advance exceeding $500 per client.
$101,413,122 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
% OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
Consulting Services
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 South Portland, 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.
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