List of Financial advisors in Portland
Portland, Maine, has 327 Financial advisors in this dataset, last verified September 6, 2026. Local listings make up 125% of all Financial advisors in Maine.
122 Financial advisors in Portland list both a phone number and an email address, the best starting point for multi-channel outreach. At 37.6%, email coverage runs well above the Maine average of 29%, while 98.8% of listings include a phone number.
With 96.9% already online (in line with 96.6% across Maine), only 10 Financial advisors in Portland lack a website, so site improvements and SEO are the stronger pitch. 77 of their websites list a contact page URL.
75% of the 114 rated Financial advisors in Portland hold a 5-star average, in line with the Maine figure of 73%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
46
29
42
12
YouTube
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Financial advisors List in Portland
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor Michael Carrano | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Private Wealth Advisor David Moyne | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Vis Wealth Partners | Address | Portland | Maine | United States | Email | Phone | 71 | 4.9 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Andrew Sinclair | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ryan Price - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Christopher C Coburn - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Waypoint Financial | Address | Portland | Maine | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Infinite Heights Wealth Management | Address | Portland | Oregon | United States | Email | Phone | 36 | 4.9 | — | |||||
 | Guidance Point Retirement Services, LLC | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Doug Everett - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Northwestern Mutual | Address | Portland | Maine | United States | Email | Phone | 4 | 5 | — | ||||||
 | PDX Money Coaching | Address | Portland | Oregon | United States | Email | Phone | 20 | 5 | — | |||||
 | Beech Creek Financial Group | Address | Portland | Oregon | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Jackson Schwarz - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Fidelity Investments | Address | Portland | Maine | United States | Email | Phone | 15 | 3.1 |
This is a randomized preview — the full database contains 327 records with complete field coverage.
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327 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Portland
Most popular business categories across Portland
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Portland
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 327 Financial advisors in Portland, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Portland, Maine
Each of these buyers can work the 327 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 327 Financial advisors in Portland.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Portland, Maine
Start with the 122 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (323): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (123): 37.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (77): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Portland, Maine
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (281): 86% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Portland
With 327 Financial advisors in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 327 Financial advisors in Portland and plan visit days by neighborhood.
- Postal code patches: split Portland by postal code to divide accounts between reps or focus on specific parts of town.
Data Coverage for Financial advisors in Portland
327 records · verified September 6, 2026
- Phone numbers
- 323
- Email addresses
- 123
- Phone and email
- 122
- Websites
- 317
Google ratings· 114 rated (35%)
75% hold 5 stars
- 1-star rated
- 5
- 4.4% of rated
- 2-star rated
- 1
- 0.9% of rated
- 3-star rated
- 15
- 13.2% of rated
- 4-star rated
- 8
- 7% of rated
- 5-star rated
- 85
- 74.6% of rated
Social profiles:
- Facebook:46· 14.1%
- LinkedIn:42· 12.8%
- X (Twitter):31· 9.5%
- Instagram:29· 8.9%
- YouTube:12· 3.7%
Financial advisors in Portland are a mixed-channel market: 98.8% list a phone number and 37.6% publish an email. Among 114 rated Financial advisors, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Frequently asked questions about Financial advisors in Portland, Maine
Everything you need to know about our financial advisors database for Portland, Maine: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Portland, Maine?
There are 327 financial advisors in Portland, Maine in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Portland market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Portland, Maine?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Portland, Maine?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Portland, Maine?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Portland, Maine as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Portland, Maine cost?
The complete financial advisors leads database for Portland, Maine costs $10 as a one-time payment.
You get instant access to all 327 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Portland, Maine specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Portland, Maine financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Portland, Maine have phone numbers?
323 financial advisors in Portland, Maine (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Portland, Maine have email addresses?
123 financial advisors in Portland, Maine (38%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Portland, Maine have both a phone number and an email address?
122 financial advisors in Portland, Maine have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Portland, Maine are active on social media?
Social profile coverage for financial advisors in Portland, Maine: 42 on LinkedIn, 46 on Facebook, 29 on Instagram, 12 on YouTube, 31 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Portland, Maine have a website?
317 financial advisors in Portland, Maine (97%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Portland, Maine do not have a website?
10 financial advisors in Portland, Maine operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Portland, Maine?
Rating breakdown for financial advisors in Portland, Maine: 85 with a 5-star rating, 8 with a 4-star rating, 15 with a 3-star rating, 1 with a 2-star rating, 5 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for all of Maine or the entire US?
Yes. Beyond Portland, we offer the complete Financial advisors database for Maine and a national all-50-states version.
If you buy the Portland list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Portland, Maine legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.