R.M. Davis, based in Portland, ME, is ranked No. 96 on the 2023 CNBC Financial Advisor 100 list. The firm most recently made the 2021 FA 100 list.
Total AUM: $5.7B
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WATCH HEREYears in Business: 45
Accounts Under Management: 5,599
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SIGN UP Previous appearances on FA 100 List: 1 (No. 51 in 2021)
Principals:
Geoffrey Alexander, Chief Executive Officer
Money Report
Scot Draeger, President & General Counsel
Contact:
24 City Center, Portland, ME 04101
(207) 774-0022
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