The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

12. H.M. Payson & Co.

H.M. Payson & Co., based in Portland, Maine, is ranked No. 12 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $7.2B

Years in Business: 170

Accounts Under Management: 4,200

Previous appearances on FA 100 List: 5 (No. 33 in 2023)

Principals:

Peter Robbins, Chief Excecutive Officer

Daniel Lay, President

Derek Blackburn, Chief Operating Officer

Contact:

hmpayson.com

1 Portland Square, Portland, ME 04101

(207) 772-3761

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