RIA Intel›Advisers›Maine›SILVER ACCOUNTING SERVICE

SILVER ACCOUNTING SERVICE

Advisory

ME

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$256K
across 54 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
54
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InME
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

ZEN FINANCIAL PLANNING, LLC
YORK, ME
$14M
CHESS FINANCIAL PLANNING LLC
$13M
FREEDOM WEALTH ADVISORS, LLC
$12M
MARSHALL POINT ADVISORS LLC
$11M
JAMES HEAVEY WEALTH ADVISORS, LLC
$17M
GOLD, JOEL IRA
$17M

Get the full picture on SILVER ACCOUNTING SERVICE

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SILVER ACCOUNTING SERVICE and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans