Richardson Financial Services is an SEC registered investment adviser organized as a corporation with a primary office location in Medway, MA. Its latest Form ADV filing, dated April 30, 2026, reports $256M in regulatory assets under management, 6 employees, and 1,302 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.9% of total clients.
Top client categories% of clientsClients
1
HNWI
54.9%
106
2
Individuals
44.6%
86
3
Other Advisers
0.5%
1
Categories with <5 clients
NON DISCRETIONARY<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of April 30, 2026
Discretionary86.9%
$222M
87% of total RAUM86.9%
Non-discretionary13.1%
$34M
13% of total RAUM13.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$256M
Total Accounts1,302
10Y AUM Change+$135M (+112.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee32:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.