RMD Named to CNBC’s list of 100 U.S. Financial Advisors
R.M. Davis has been named to the 2021 CNBC Financial Advisor 100 list. The list recognizes investment advisory firms across the U.S. that “best help clients navigate their financial lives.” R.M. Davis, based in Portland, Maine, is ranked #51. In its third year of ranking the Top 100 Registered Investment Advisors, CNBC started with a list of more than 38,000 firms. The final selections were based on criteria including compliance record, years in business, number of employees and investment advisors, and total assets under management.