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V O L . X X V I I I N O. I V F E B R UA R Y 2 1 , 2 0 2 2 26 T H E L I S T Portland | Kennebunk www.perkinsthompson.com Our attorneys offer tax planning, wills, trusts and financial and healthcare powers-of-attorney to help individuals and family business owners create estate plans to preserve wealth and protect financial and physical health. C O M P I L E D B Y T I M O T H Y D O Y L E C O M P I L E D B Y T I M O T H Y D O Y L E N O T E : If you would like to submit your firm's information for the list of Maine's largest Registered Investment Advisers, please email Timothy Doyle at tdoyle@nebusinessmedia.com. S O U R C E : Each firm by survey. Other firms were surveyed but did not respond. Purchase this list and more as an Excel document at mainebiz.biz/DataCenter @ Maine-based registered investment advisers Ranked by assets under management by Maine office(s) Maine-based registered in vestment adviser s Rank ed b y assets under mana gement b F ir m Assets under management in Maine/ T otal assets under management/ Licensed advisor s, Maine/ Licensed advisor s, total Maine offices/ emplo yees T otal offices/ emplo yees T op executive(s) 1 R.M. Davis Inc. 24 City Center , P or tland 04101 774-0022 • r mda vis.com $ 6.8 billion $ 6.8 billion 14 16 1 51 2 54 Geoffre y K. Alexander CEO 2 H.M. P a yson One P or tland Square, 5th Floor , P or tland 04101 772-3761 • hmpa yson.com $ 6.5 billion $ 6.5 billion 21 21 3 50 3 50 P eter E. Robbins CEO Michael R. Cur rie president & managing director 3 V igilant Capital Management One Monument Square, Suite 601 , P or tland 04101 523-1110 • vigilantcap.com $ 1.5 billion $ 2.2 billion 6 17 1 14 2 29 Scott Sorensen Daniel M. Mulk er n Jeff Car lisle principals 4 Old P or t Advisor s 130 Middle St. , P or tland 04101 774-6552 • oldpor tadvisor s.com $ 911 million $ 911 million 8 8 1 13 1 13 F redric W . Williams founder & principal 5 HeadIn vest 7 Custom House St., 4th Floor , P or tland 04101 773-5333 • www .headin vest.com $ 885 million $ 885 million 8 8 1 N/A 1 N/A Car l G. Gerck e par tner & managing director 6 Means W ealth Management 802 Stillw ater A venue , Bangor 04401 207-947-6763 • meansw ealth.com $ 760 million $ 840 million 7 9 2 12 4 14 Erin Bar r y CEO P aul Means chair man Zachar y Means president 7 Great Diamond P ar tner s 22 Monument Square, Suite 300 , P or tland 04101 274-2500 • greatdiamondpar tner s.com $ 695 million $ 695 million 5 5 1 10 1 10 Ste ven T enne y CEO 8 Cribstone Capital 155 P ar k Row , Br unswick 04011 844-2000 • cribstonecapital.com $ 440.2 million $ 440.2 million 3 3 2 7 2 7 Am yn Moolji chief in , Scott Upham managing par tner 9 Bigelow In vestment Advisor s LLC 4 Moulton Street , P or tland 04101 207-772-2900 • bigelow advisor s.com $ 420 million $ 420 million 3 3 1 N/A 1 N/A Benjamin Flood Michael Moore Racquel Tibbetts managing par tner s 10 Aries W ealth Management 183 Middle St., Suite 4B , P or tland 04101 207-536-0530 • ariesw ealthllc.com $ 367.5 million $ 367.5 million 4 4 1 N/A 1 N/A Laurie Latham principal Jason V iola president & founder m b y sur ve y ms w ere sur ve yed but did not respond. If you would lik m's infor mation for the list of Maine's largest Registered In vestment Adviser s, please email Timoth y Do yle at the email address below . - Timoth y Do yle, tdo yle@nebusinessmedia.com.