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Financial Advisors in Biddeford, ME: 2026 rankings

53 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Biddeford: Pine Harbor Advisors, RFA Score 75/100; 4.9★ from 161 Google reviews.

  2. 5

    Most-reviewed: Vis Wealth Partners, 71 Google reviews at 4.9★, the most of 53 ranked after Pine Harbor Advisors; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

53 Biddeford financial advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.2★ across 53 rated firms.

Top 10 financial advisors in Biddeford at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Biddeford at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Pine Harbor Advisors754.9★ (161)South Portland, 12 mi away—Top score
2J D Stewart Financial734.8★ (41)Saco, 1 mi away——
3Jason Margeson, Bankers Life Advisory Services Financial Advisor725.0★ (26)Biddeford——
4Michael Secord, Bankers Life Advisory Services Financial Advisor725.0★ (24)Biddeford——
5Vis Wealth Partners724.9★ (71)Portland, 15 mi awayEveningsMost reviews
6Penobscot Financial Advisors - Portland, Maine715.0★ (60)Portland, 15 mi away——
7First Command Financial Advisor - Kevin Shilling, ChFC®|RICP®715.0★ (16)Biddeford——
8Tindon Health & Wealth705.0★ (45)Wells Beach Station, 15 mi awaySat—
9Bangor Savings Bank694.1★ (17)Saco, 1 mi awaySat—
10Bangor Savings Bank694.1★ (14)BiddefordSat—

All 53 financial advisors in Biddeford, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Biddeford

    #1 Pine Harbor Advisors

    Based in South Portland, 12 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 161 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    707 Sable Oaks Dr #203, South Portland, ME 04106
    View profile for Pine Harbor Advisors(207) 761-4733

  2. #2 J D Stewart Financial

    Based in Saco, 1 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4 Scamman St Ste 32, Saco, ME 04072
    View profile for J D Stewart Financial(207) 283-0843

  5. #5 Vis Wealth Partners

    Based in Portland, 15 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 71 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat–Sun closed
    Address
    254 Commercial St Ste 245, Portland, ME 04101
    View profile for Vis Wealth Partners(207) 838-8458

  8. #8 Tindon Health & Wealth

    Based in Wells Beach Station, 15 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    655 Post Rd Ste 3C, Wells, ME 04090
    View profile for Tindon Health & Wealth(207) 248-8411

  9. #9 Bangor Savings Bank

    Based in Saco, 1 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.1★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 17 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu–Fri 8:30 AM–4:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    270 Main St, Saco, ME 04072
    View profile for Bangor Savings Bank(877) 226-4671

  10. #10 Bangor Savings Bank

    Based in Biddeford

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.1★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 14 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    208 Main St, Biddeford, ME 04005
    View profile for Bangor Savings Bank(877) 226-4671

  18. #18 Partners Bank

    Based in Sanford, 17 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.1★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 26 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    900 Main St, Sanford, ME 04073
    View profile for Partners Bank(888) 226-5747

  20. #20 Savant Wealth Management

    Based in South Portland, 12 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    50 Donald B Dean Dr #1, South Portland, ME 04106
    View profile for Savant Wealth Management(207) 879-2352

  21. #21 Partners Bank

    Based in Sanford, 17 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 13 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    484 Main St, Springvale, ME 04083
    View profile for Partners Bank(888) 226-5747

  24. #24 Wipfli

    Based in South Portland, 12 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    30 Long Creek Dr, South Portland, ME 04106
    View profile for Wipfli(207) 774-5701

  25. #25 Machias Savings Bank

    Based in Portland, 15 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.2★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 10 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    193 Middle St, Portland, ME 04101
    View profile for Machias Savings Bank(207) 492-7732

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 53 ranked financial advisors here; the rest are on their profiles.

financial advisors in Biddeford, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Partners Bank645.0★ (6)14 mi
27Bankers Life643.4★ (5)8 mi
28Bangor Savings Bank643.5★ (14)15 mi
29Bank of America (with Drive-thru ATM)633.3★ (16)15 mi
30Charles Schwab633.6★ (8)15 mi
31Fidelity Investments633.1★ (15)15 mi
32Old Port Advisors634.8★ (5)16 mi
33Johann Azzopardi - Congress Street Financial Group (PORTLAND MAINE)634.2★ (5)14 mi
34Northwestern Mutual635.0★ (4)15 mi
35Back Cove Financial634.1★ (9)19 mi
36WealthSmith Financial Planning635.0★ (4)15 mi
37Androscoggin Bank623.1★ (8)15 mi
38Successful Financial Management624.0★ (4)14 mi
39Edward Jones - Financial Advisor: Sean F Dumont, AAMS®625.0★ (4)17 mi
40Edward Jones - Financial Advisor: Jason A Seymour624.0★ (4)14 mi
41Spinnaker Trust624.0★ (4)15 mi
42Edward Jones - Financial Advisor: Taylor Dimick, CFP®625.0★ (4)17 mi
43Bangor Savings Bank622.8★ (9)15 mi
44Corient625.0★ (3)15 mi
45Stone Coast Fund Services623.8★ (4)15 mi
46Morgan Stanley Financial Advisors613.7★ (3)15 mi
47VAR Capital Advisors613.7★ (3)15 mi
48Voya Financial Advisors601.0★ (3)15 mi
49Stafford Advisors604.3★ (3)21 mi
50Dow Wealth Management603.7★ (3)20 mi

Also serving Biddeford

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Biddeford
BusinessGoogle ratingDistance
Atlantic Coast FinancialIn Biddeford
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Biddeford
Edward Jones - Financial Advisor: Abigail Bryant, CFP®|CEPA®3.0★ (2)In Biddeford
Edward Jones - Financial Advisor: Quang N Nguyen, CEPA®5.0★ (2)1 mi
Edward Jones - Financial Advisor: Rachael E SiegfriedtIn Biddeford
Eric Bonnette - TD Wealth Financial AdvisorIn Biddeford
Gregory M Vallee - Financial Advisor, Ameriprise Financial Services, LLCIn Biddeford
Hughes Wealth Advisors - Ameriprise Financial Services, LLCIn Biddeford
Innova Financial Wealth & Insurance AdvisorsIn Biddeford
Jacob Goff - Financial Advisor, Ameriprise Financial Services, LLCIn Biddeford
Kennebunkport Wealth Advisors, Inc.In Biddeford
LPL Financial1.0★ (2)12 mi
Mainsail Financial Services, LLCIn Biddeford
Mercer Advisors - KennebunkIn Biddeford
Nicolas Curtis - Financial Advisor, Ameriprise Financial Services, LLCIn Biddeford
Nvest Financial Group LLCIn Biddeford
Pension ProfessionalsIn Biddeford
RW Butler Capital, Inc.In Biddeford
Ryan Tuttle - Prudential Advisor5.0★ (2)4 mi
Shawn Denecker - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Biddeford

How we ranked Biddeford financial advisors

We scored 53 Biddeford financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Biddeford data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Biddeford: frequently asked questions

Which financial advisor has the highest RFA Score in Biddeford?

By RFA Score, the highest-ranked financial advisor in Biddeford, ME is Pine Harbor Advisors with an RFA Score of 75/100. It has 4.9★ from 161 Google reviews. J D Stewart Financial (#2) and Jason Margeson, Bankers Life Advisory Services Financial Advisor (#3) follow. We ranked 53 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Biddeford?

RankedFinancialAdvisors ranks 53 financial advisors serving Biddeford, ME. 8 of them are based in Biddeford; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Biddeford work on weekends?

10 of 53 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Tindon Health & Wealth (#8), Bangor Savings Bank (#9) and Bangor Savings Bank (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Biddeford financial advisors have?

The median Google rating among 53 rated financial advisors in Biddeford is 4.2★, with a median of 7 reviews. Pine Harbor Advisors has the most, 161 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Biddeford count in this ranking?

Yes, if they are within 25 mi of the Biddeford city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Biddeford ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Biddeford a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Biddeford

  1. November 2026: RFA Scores recalculated for 53 financial advisors serving Biddeford.

More financial advisors and Biddeford pages