Insights

Strong Client Foundation R.M. Davis serves high-net-worth families, foundations, and institutions, making it a potential partner for premium financial services, estate planning, and wealth management solutions aimed at discerning clients seeking personalized guidance.

Established Market Presence With over 45 years of experience and more than 7 billion dollars in assets under management, R.M. Davis demonstrates stability and credibility, which could facilitate cross-selling of advanced wealth management products or expanded advisory services.

Mid-Sized Growth Opportunities As a firm with 51 to 200 employees and revenue ranging from 100M to 250M, R.M. Davis presents opportunities for scalable technology integrations, financial planning tools, and succession planning solutions tailored to a growing firm.

Community and Personal Engagement Their emphasis on meeting clients in personal settings like kitchens suggests a focus on personalized, relationship-driven services, indicating potential for developing client-centric platforms, concierge solutions, or relationship management tools.

Technology Adoption & Enhancement Utilizing modern tech like Quickbooks Online and Google Tag Manager, R.M. Davis is open to digital enhancement. Opportunities exist to introduce advanced analytics, CRM systems, or secure client portals to deepen engagement and streamline operations.

R.M. Davis Tech Stack

R.M. Davis uses 8 technology products and services including Quickbooks Online, ADP HRMS, Modernizr, and more. Explore R.M. Davis's tech stack below.

  • Quickbooks Online
    Accounting
  • ADP HRMS
    Human Resource Management System
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • Apache HTTP Server
    Web Servers

R.M. Davis's Email Address Formats

R.M. Davis uses at least 1 format(s):
R.M. Davis Email FormatsExamplePercentage
FLast@rmdavis.comJDoe@rmdavis.com
88%
Last@rmdavis.comDoe@rmdavis.com
5%
First@rmdavis.comJohn@rmdavis.com
4%
FirstLast@rmdavis.comJohnDoe@rmdavis.com
3%

Frequently Asked Questions

What is R.M. Davis's phone number?

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You can contact R.M. Davis's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is R.M. Davis's official website and social media links?

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R.M. Davis's official website is rmdavis.com and has social profiles on LinkedIn.

What is R.M. Davis's NAICS code?

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R.M. Davis's NAICS code is 52 - Finance and Insurance.

How many employees does R.M. Davis have currently?

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As of December 2025, R.M. Davis has approximately 73 employees across 1 continents, including North America. Key team members include Chief Executive Officer: G. A.Chief Operating Officer: W.Vice President & Cio: K. K.. Explore R.M. Davis's employee directory with LeadIQ.

What industry does R.M. Davis belong to?

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R.M. Davis operates in the Financial Services industry.

What technology does R.M. Davis use?

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R.M. Davis's tech stack includes Quickbooks OnlineADP HRMSModernizrjQueryreCAPTCHAGoogle Tag ManagerYouTubeApache HTTP Server.

What is R.M. Davis's email format?

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R.M. Davis's email format typically follows the pattern of FLast@rmdavis.com. Find more R.M. Davis email formats with LeadIQ.

When was R.M. Davis founded?

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R.M. Davis was founded in 1978.

R.M. Davis

Financial ServicesMaine, United States51-200 Employees

Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.  R. M. Davis embraces this mindset.  We take pride in helping our clients build enduring legacies since our founding in 1978.

Today, with more than $7 billion in assets under management (as of 12/31/24), we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm.  We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages.  We offer investment management, trust and estate services, financial planning, and personal affairs management.

The R.M. Davis experience is different.  When it comes to our clients' wealth, we are their first call.  We know their hopes, dreams and fears -- and provide guidance along the journey of life.  We're just as likely to meet with clients around their kitchen table as we are in a conference room.  

We continuously strive for better.  We want to be better colleagues, better partners to our clients, and and better members of our community.

Come visit us in our Portland or Portsmouth offices.  Or better yet, let's meet at your kitchen table.  Call us today to learn more.

R.M. Davis does not provide direct or indirect compensation for any endorsement or testimonial, including for clicking the “Thumbs Up” or “Like” icon on any website, commenting, or reposting any material.  All third-party comments are solely the opinions and the responsibility of the person or entity posting the comment and do not necessarily reflect the opinion of R.M. Davis.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    R.M. Davis's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    R.M. Davis's revenue is estimated to be in the range of $100M$250M

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