H.M. PAYSON
SEC RegisteredThis is trust.
About the firm
Since 1854, HM Payson has earned and sustained the trust of individuals, families, institutions, and municipalities by pursuing each client's best interest with independence, integrity, and discipline. The firm employs a wide range of financial experts, from among whom it assembles a customized team for each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management; customized financial expert teams tailored to each client's needs
Who they serve
Individuals, families, institutions, and municipalities
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,051 | $1.7B |
| High Net Worth Individuals | 910 | $5.3B |
| Charitable Organizations | 71 | $229M |
| State/Municipal Entities | 179 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 to $5,000,000 | 0.60% |
| Over $5,000,000 | 0.40% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. H.M. PAYSON has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.