# R M Davis INC
Source: https://planprovider.pro/provider/r-m-davis-inc

> Rooted in northern New England since 1978, R.M. Davis, Inc. is a locally owned registered investment advisor with its headquarters in Portland, serving the G…

Retirement Plan Advisor

Portland, ME

## About R M Davis INC

<p>Rooted in northern New England since 1978, R.M. Davis, Inc. is a locally owned registered investment advisor with its headquarters in Portland, serving the Greater Portland area and the Maine coast, plus an office in Portsmouth on the New Hampshire Seacoast.</p>

<p>The firm works with individuals, high net worth individuals, and retirement plans, including pension and profit sharing plans. It reports $7.3B in assets under management (2026). R.M. Davis provides investment management and financial planning, with services that include trustee services, retirement planning, Social Security and Medicare planning, education funding, gift planning, and risk management, along with estate and tax strategies.</p>

<p>For workplace retirement plans, R.M. Davis offers 3(21) fiduciary investment advice, helping plan sponsors document investment decisions and monitor menus while the sponsor retains final authority. Clients often choose the firm for its in-house mix of investment and planning staff, including investment managers, research analysts, financial planners, lawyers, trustees, and accountants.</p>

<ul>
<li>Registered investment advisor with offices in Portland, ME and Portsmouth, NH</li>
<li>Retirement plan support, including 3(21) fiduciary investment advice</li>
<li>Investment management and trustee services</li>
<li>Retirement, Social Security, and Medicare planning</li>
<li>Estate &amp; tax strategies, gift planning, and risk management</li>
</ul>

Website: [https://www.rmdavis.com/](https://www.rmdavis.com/)

Founded: 1978

## Office Locations

- Portland, ME (Headquarters)

- Portsmouth, NH

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $7.3B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN|
SPECTRUM HEALTHCARE PARTNERS, P.A., ME|
$360M|
489|

| PIERCE ATWOOD LLP 401(K) PLAN|
PIERCE ATWOOD LLP, ME|
$138M|
260|

| PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN|
PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP, ME|
$128M|
182|

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