Richardson Financial Services
Richardson Financial Services is an SEC-registered wealth manager in Medway, MA with $256.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Richardson Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130715, SEC 801-119439, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $256.1M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Medway, MA
- Employees
- 6
- Clients
- 192
- CRD
- 130715
- Ownership
- ANTONELLI, JOHN, JOSEPH; RICHARDSON, STEVEN, MICHAEL; PITTS, EDWARD, MICHAEL; Pitts, Edward, M
How much AUM does Richardson Financial Services have?
Richardson Financial Services reported $256.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Richardson Financial Services?
Disclosed owners and executives of Richardson Financial Services include ANTONELLI, JOHN, JOSEPH, RICHARDSON, STEVEN, MICHAEL, PITTS, EDWARD, MICHAEL, Pitts, Edward, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.