Industry Analysis Report

Financial Planner • Portland Maine

Total Businesses

25 analyzed in detail

Categories

11 different business types

Services

277 unique service offerings

Top Service

40.0% Estate Planning

Avg Rating

4.7 ★ average

Total Reviews

318 across all businesses
Top 10 Most Common Services
#1
Estate Planning
10 businesses (40.0%)
#2
Investment Advisory Services
8 businesses (32.0%)
#3
Wealth management
6 businesses (24.0%)
#4
Investment Advisor
6 businesses (24.0%)
#5
Investment Advice
6 businesses (24.0%)
#6
Asset Management
5 businesses (20.0%)
#7
Investment Strategy
5 businesses (20.0%)
#8
Financial Advisor
5 businesses (20.0%)
#9
Investment Accounts
5 businesses (20.0%)
#10
Financial Advisors
5 businesses (20.0%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 25 businesses reveals critical competitive intelligence for the financial planner industry in Portland Maine. With 277 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 277 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Penobscot Financial Advisors - Portland, Maine Open Website Open GBP 59 5 ★ 3 2 0.0% 19 23
Penobscot Financial Advisors - Portland, Maine Open Website Open GBP 59 5 ★ 3 2 0.0% 19 23
Old Port Advisors Open Website Open GBP 5 4.8 ★ 2 23 0.0% 19 23
Pine Harbor Advisors Open Website Open GBP 153 4.9 ★ 3 46 0.0% 3 23
Portland Financial Planning Group, LLC Open Website Open GBP 1 5 ★ 1 15 0.0% 19 23
WealthSmith Financial Planning Open Website Open GBP 4 5 ★ 1 33 0.0% 19 23
Bigelow Investment Advisors Open Website Open GBP 1 5 ★ 1 13 0.0% 19 23
Cornerstone Financial Planning, LLC. Open Website Open GBP 1 22 0.0% 19 23
Great Diamond Partners Open Website Open GBP 2 40 0.0% 19 23
Richard Brothers Financial Advisors Open Website Open GBP 7 5 ★ 1 44 0.0% 3 23
Morgan Stanley Financial Advisors Open Website Open GBP 3 3.7 ★ 2 13 0.0% 19 23
Waypoint Financial Open Website Open GBP 2 5 ★ 1 1 0.0% 19 23
H M Payson & Co Open Website Open GBP 3 5 ★ 1 20 0.0% 19 23
Robinson Smith Wealth Advisors, LLC Open Website Open GBP 1 1 ★ 3 3 0.0% 3 23
RBC Wealth Management Branch - Portland, ME Open Website Open GBP 1 5 ★ 2 3 0.0% 19 23
Northwestern Mutual Open Website Open GBP 4 5 ★ 1 43 0.0% 19 23
Randall Smith - Branch Manager, Ameriprise Financial Services, LLC Open Website Open GBP 2 0 0% 19 23
Portland, ME Branch Office - UBS Financial Services Inc. Open Website Open GBP 2 5 ★ 2 0 0% 19 23
HeadInvest Open Website Open GBP 2 12 0.0% 19 23
Portland Global Advisors LLC Open Website Open GBP 1 2 0.0% 19 23
Partners Bank Open Website Open GBP 5 4.2 ★ 10 0 0% 0 0
R. M. Davis Inc Open Website Open GBP 1 5 ★ 1 18 0.0% 19 23
Fore River Financial Open Website Open GBP 1 33 0.0% 19 23
Legacy Point Financial Group Open Website Open GBP 6 5 ★ 1 0 0% 19 23
Amanda Stetson - Raymond James Open Website Open GBP 1 5 ★ 2 0 0% 3 23

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