TORONTO, ONTARIOCRD 166090Latest ADV March 30, 2026
Richardson Wealth (Usa) Limited is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 30, 2026, reports $244M in regulatory assets under management, 78 employees, 12 offices, and 262 accounts.
Assets Under Management
$244M
Employees
78
Offices
12 offices
Total Clients
262
Primary office
TORONTO, ONTARIO
100 QUEENS QUAY EAST, SUITE 2500, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
215
2
HNWI
16.8%
44
3
Corporations
1.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of March 30, 2026
Discretionary100.0%
$244M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$244M
Total Accounts262
10Y AUM Change+$155M (+174.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees78
Clients per Employee3:1
10Y Employee Change+74 (+1850.0%)
* 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.