This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 12, 2025 and April 17, 2026, reported AUM increased 31.1%, from $613.4M to $804.1M.
Across 5 reported observations, AUM increased 19.8% between March 17, 2022 and April 17, 2026, from $671.2M to $804.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 534 clients, or 76.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Great Diamond Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Great Diamond Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Great Diamond Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Great Diamond Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.