RECOGNIZED NATIONALLY AS A
TOP INDEPENDENT FINANCIAL ADVISOR

With success comes recognition. R. M. Davis, Inc has been recognized:

-as one of the “Top 50 fee-only registered investment advisers ranked by discretionary AUM”, by Investment News. (2008, 2009, 2010 and 2011)
-as one of the “Top 50 Fee Only Advisers ranked by discretionary assets ”, by Forbes Magazine. (2008, 2010 and 2011)
-as one of the “Top 100 RIAs (Registered Investment Advisers) in America”, by Trusts & Estates magazine. (2008)
-as one of the “Top Dogs” (wealth managers in the United States), by Bloomberg Wealth Manager magazine. (2002, 2003, 2005, 2006 and 2007)
-as “one of five firms that have successfully incorporated comprehensive wealth management into their business model”, by Charles Schwab & Co. (2001)

*Please see each publication for the criteria used for each ranking.