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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2019
- Office Locations
- 1
Office Locations
About Great Diamond Partners, LLC
Great Diamond Partners is a locally owned Portland, Maine RIA providing financial planning and investment guidance for individuals and families, including business owners and entrepreneurs. The team supports estate and charitable planning (including donor-advised fund education) and portfolio construction with an emphasis on asset allocation and risk management, often implemented via ETFs, public funds, and fixed income. Custody includes Charles Schwab and the firm uses Black Diamond.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
HELEN ELIZABETH ANDREOLI
Chief Financial Officer, Managing Partner, Partner
- CRD
- #4211137
- Ownership
- 25% but less than 50%
JOSEPH WILLIAM POWERS
Chief Planning Officer, FOUNDING PARTNER, Partner
- CRD
- #2465108
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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WYATT ANDREOLI
Financial Advisor, General Partner
- CRD
- #6505207
LISA SUSAN DEMERS
Financial Advisor, General Partner
- CRD
- #2536000
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $804,063,563 | $463,170 |
| Non-Discretionary | $0 | -- |
| Total | $804,063,563 | $463,170 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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