H.M. Payson

RIASEC RegisteredEst. 1966

Total AUM

$9.1B

Discretionary

$8.6B

94% of AUM

Avg account

$2.1M

Accounts

4,308

Employees

Advisory reps

Firm details

Headquarters: Portland, Maine
CRD number: 2993
Registered since: January 15, 1966
Website: hmpayson.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.38%
Individuals19.11%
Corporations / Businesses8.75%
Charitable Organizations7.72%
Investment Companies3.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

H.M. Payson is a corporation operating as an independent registered investment adviser and qualified custodian with SEC registration dating to 1966. The firm serves both individual and family clients as well as institutional accounts, and it operates a trust company alongside its advisory business. Services span financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, institutions and investment companies, pension consulting, and investor education through publications and seminars. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm identifies itself as a capital allocator and reports being an active ESG investor. The firm has been recognized in industry lists, including CNBC’s Top 100 Financial Advisory Firms (2019–2022) and Citywire’s 50 Growers Across America (2023 and 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Other99%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Peter Robbins
Chief Executive Officer, Chief Investment Officer, TreasurerCRD 1022085
Derek Blackburn
Chief Operating Officer & Chief Compliance OfficerCRD 4281805
David Hines
Managing Director Deputy Chief Investment OfficerCRD 4711307

Contacts

3 of 11

Thomas Pierce
Chairman of the Board, Managing Director, Portfolio ManagerCRD 819198
Margaret Reinfried
Chairman & Portfolio ManagerCRD 6233867
William Weickert
Managing DirectorCRD 1046321