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
Years in Business:Â 45
Accounts Under Management: 5,599
Previous appearances on FA 100 List:Â 1 (No. 51 in 2021)
Principals:
Geoffrey Alexander, Chief Executive Officer
Scot Draeger, President & General Counsel
Contact:
24 City Center, Portland, ME 04101
(207) 774-0022
