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Fidelon
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Market Standing · 2026
The most transparent firms in Portland-South Portland.
86 scored firmsTop 5 recognizedfidelon.com/markets/portland-south-portland-me
1IA-only—93.9Arank within Top 5; below the 80 standard
2
The Gold
CRD 123127
IA-only$17.1M91ARecognized · Top 5
3
Verdia
CRD 165667
IA-only—91Arank within Top 5; below the 80 standard
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only$30.4M90.5ARecognized · Top 5
6
Sonder Partners
CRD 336828
IA-only$3.8M90.5A—
7IA-only$771K89.8A—
8IA-only$39.4M89.6A—
9IA-only$117M89.4A—
10IA-only—89.3A—
11
Able Money
CRD 321891
IA-only$39.2M89A—
12
Clark & Stuart
CRD 107991
IA-only$196M88.7A—
13IA-only$92.7M88.7A—
14IA-only$19.3M88.7A—
15IA-only$6.8M88.6A—
16
Intent Advice
CRD 322060
IA-only—88.1A—
17IA-only$445M87.9B+—
18IA-only$11.7M87.8B+—
19IA-only$14.1M87.8B+—
20
Pine Capital
CRD 129889
IA-only$81.5M87.8B+—
21IA-only$27.3M87.5B+—
22
Sonder Partners
CRD 312374
IA-only$6.7M87.4B+—
23IA-only$105M87.4B+—
24IA-only$4.3M87.3B+—
25IA-only$545M87.2B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.