#1Aries Wealth Management, LLC
ARIES WEALTH MANAGEMENT, LLC
Based in Portland, ME
Retirement Plan Advisors in Portland, ME
The top-ranked retirement plan advisors serving Portland, ME are Aries Wealth Management, LLC, Guidance Point Retirement Services, LLC and H.m. Payson. We list 10 retirement plan advisors serving Portland, ME. 10 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Portland, ME (Cumberland County). 10 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Portland
#2Guidance Point Retirement Services, LLC
GUIDANCE POINT RETIREMENT SERVICES, LLCBased in Portland, ME#3H.m. Payson
H. M. PAYSON & CO.Based in Portland, ME#4Old Port Advisors
OLD PORT ADVISORS, INCBased in Portland, ME#5Penobscot Financial Advisors
PENOBSCOT WEALTH MANAGEMENTBased in Portland, ME#6Abbington Investment Group, LLC
ABBINGTON INVESTMENT GROUP, LLCServes this area from South Portland, ME (3 mi)#7Richard Brothers, Financial Advisors
ALLEGIANCE FINANCIAL GROUP, INC.Serves this area from South Portland, ME (7 mi)#8Blue Point Financial, Inc.
BLUE POINT FINANCIAL, INC.Serves this area from Scarborough, ME (8 mi)#9Rm Financial Services, LLC
RM FINANCIAL SERVICES, LLCServes this area from Falmouth, ME (9 mi)#10Maiden Cove Capital
MAIDEN COVE CAPITAL, LLCServes this area from Yarmouth, ME (12 mi)
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Frequently asked questions
How many retirement plan advisors serve Portland?
We list 10 retirement plan advisors serving Portland, ME: 5 based there and 5 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Portland?
The top-ranked retirement plan advisors serving Portland, ME are Aries Wealth Management, LLC, Guidance Point Retirement Services, LLC, H.m. Payson, Old Port Advisors and Penobscot Financial Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Portland are verified against official records?
10 of the top 10 match an active official record: Aries Wealth Management, LLC (U.S. Securities and Exchange Commission), Guidance Point Retirement Services, LLC (U.S. Securities and Exchange Commission), H.m. Payson (U.S. Securities and Exchange Commission), Old Port Advisors (U.S. Securities and Exchange Commission) and Penobscot Financial Advisors (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .