Devonshire Asset Management, Inc.

Devonshire Asset Management, Inc. (CRD# 114966) is a financial advisory firm headquartered in Stoneham, MA. They manage $70,064,541 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $1,556,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Devonshire Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas E. Wade
CRD#: 1097200
92 Montvale Ave., Suite 4170, Stoneham, MA 02180
96
Wealthminder
score

Thomas Wade (CRD# 1097200) is an Investment Advisor Representative working at Devonshire Asset Management, Inc. in Stoneham, MA and has over 33 years of experience in the finance industry. Thomas Wade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Harold G. Richardson
CRD#: 4754390
92 Montvale Avenue, Suite 4170, Stoneham, MA 02180
90
Wealthminder
score

Harold Richardson (CRD# 4754390) is an Investment Advisor Representative working at Devonshire Asset Management, Inc. in Stoneham, MA and has 1 year of experience in the finance industry. Harold Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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