Great Diamond Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 299598
- SEC number
- 801-115058
- Firm type
- RIA
- Assets under management
- $804.1M as of Apr 17, 2026
- Website
- www.facebook.com/Great-Diamond-Partners-727704101003931 ↗
- Phone
- 207-274-2500
- Address
- 22 Monument Square, Portland, ME, 04101
Advisors at this firm
8 in our index · page 1 of 1
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Helen Elizabeth AndreoliCRD 4211137 · Portland, MEIA RegisteredRegistration inactive
-
Wyatt AndreoliCRD 6505207 · Portland, MEIA RegisteredRegistration inactive
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Lisa Susan DemersCRD 2536000 · Portland, MEIA RegisteredRegistration inactive
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Mark Oliver DoehlaCRD 2800367 · Portland, MEIA Registered
-
John Marshall PiperCRD 5198426 · Portland, MEIA RegisteredRegistration inactive
-
Stephen Daniel PoulosCRD 2200533 · Portland, MEIA Registered
-
Joseph William PowersCRD 2465108 · Portland, MEIA RegisteredRegistration inactive
-
Andrew Thomas ScottCRD 5634678 · Portland, MEIA RegisteredRegistration inactive
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 299598 ↗
FINRA BrokerCheck record for firm CRD 299598 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.