Great Diamond Partners, LLC

Overview

Great Diamond Partners, LLC is an SEC registered investment adviser based in Portland, ME, registered since 2019. It reports $804M in assets under management across 1,736 accounts, with 12 employees. It has 8 investment adviser representatives.

Reported AUM

$804M

Discretionary

100%

Accounts

1,736

Average account

$463K

Employees

12

Advisory reps

8

Registered since

2019

Jurisdictions

12

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Helen Elizabeth Andreoli Managing Partner/Chief Financial Officer CRD 4211137
• John Marshall Piper Founding Partner, Portfolio Manager, Chief Compliance Officer CRD 5198426
• Joseph William Powers Founding Partner, Chief Planning Officer CRD 2465108

Advisory reps 3 of 8

• Helen E Andreoli Insurance Agent · Investment Adviser Rep CRD 4211137
• Wyatt Todd Andreoli Insurance Agent · Investment Adviser Rep CRD 6505207
• Lisa Susan Demers Investment Adviser Rep CRD 2536000

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

22 Monument Sq Ste 300
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: greatdiamondpartners.com

Every state, with registration dates

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