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Financial ServicesMaine, United States51-200 Employees
R.M. Davis is a mid-sized wealth management firm within the financial services sector that serves families, foundations, and institutions. It offers a broad suite of services, including investment management, trust and estate services, financial planning, and personal affairs management, supporting clients through multiple life stages. As of December 31, 2024, the firm reported more than $7 billion in assets under management, reflecting its involvement in long-term wealth planning for its clients. Headquartered in Portland, Maine, R.M. Davis operates from its Portland office and maintains a presence in Portsmouth. The firm traces its history to 1978 and emphasizes understanding clients’ hopes, dreams, and fears to provide guidance over decades rather than short-term results. In 2025, the company expanded its Portland office, indicating ongoing growth in its home market.
1-888-653-2347 
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