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May 13, 2019

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V O L . X X V N O. X M AY 1 3 , 2 0 1 9 34 T H E L I S T C O M P I L E D B Y S T E P H A N I E R . M E A G H E R Androscoggin Bank is Honored to be FAME's 2018 Lender at Work Commercial Banking Centers in Lewiston and Portland. 1-800-966 -9172 androscogginbank.com Thank you to all of our clients and partners who helped us reach this milestone for lenders in the under $1.5 billion in assets category. Connect with a lender today to see what's in store for 2019. Purchase this list and more as a PDF or Excel document at www.mainebiz.biz/DataCenter @ N E W L I S T If we missed you, contact research@nebusinessmedia.com to update the list for the 2019 Book of Lists. N O T E S : An investment advisor as defined by FINRA provides advice about securities to clients and is required to register with the SEC or the state in which it practices. The company can be called an asset manager, investment counselor, investment manager, portfolio manager or a wealth manager. Bangor's VanceGray Wealth Management declined to participate in the survey. Unable to confirm data for Portland's Old Port Advisors by press time. S O U R C E : Each firm via survey Largest investment advisors Ranked by assets under management by Maine offices Assets under management in Maine / licensed advisors Total assets under management / licensed advisors Maine offices / employees Total offices / employees Chief executive 1 R. M. Davis Inc. Portland 774-0022, rmdavis.com $3.7 billion 17 $3.9 billion 19 1 49 2 52 Geoffrey K. Alexander, president 2 H.M. Payson Portland 772-3761, hmpayson.com $3.6 billion 15 $3.6 billion 15 2 45 2 45 Peter E. Robbins, CEO Michael R. Currie, president & managing director 3 Vigilant Capital Management Portland 523-1110, vigilantcap.com $811.0 million 6 $1.1 billion 17 1 9 2 23 Daniel M. Mulkern, principal 4 F.L.Putnam Investment Management Co. Portland 775-3197, flputnam.com $723.0 million 5 $1.9 billion 21 1 14 4 47 Tom Manning, president & CEO 5 HeadInvest Portland 773-5333, headinvest.com $569.0 million 6 $569.0 million 6 1 12 1 12 Carl G. Gercke, managing director 6 Cribstone Capital Augusta 844-2000, cribstonecapital.com $449.5 million 5 $449.5 million 5 3 10 3 10 Scott Upham, managing partner 7 Means Wealth Management Bangor 947-6763, meanswealth.com $410.0 million 6 $425.0 million 7 2 14 3 15 Zachary Means, CEO Paul B. Means, president 8 Bigelow Investment Advisors LLC Portland 772-2900, bigelowadvisors.com $325.0 million 6 $325.0 million 6 3 10 3 10 Gary Robinson, CEO Kathryn Dion, president 9 Aries Wealth Management Portland 536-0530, arieswealthllc.com $225.4 million 4 $225.4 million 4 1 4 1 4 Jason Viola, president & founder Laurie Latham, principal 10 Robinson Smith Wealth Advisors Portland 874-9840, robinsonsmithwealth.com $224.9 million 4 $248.1 million 4 1 5 2 5 David Robinson / David Smith, co-managing members

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