Richardson Financial Services

Richardson Financial Services (CRD# 130715) is a financial advisory firm headquartered in Medway, MA. They manage $71,009,314 in 624 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    624
    ACCOUNTS
  • Average Account Value
    $113,797
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Richardson Financial Services
Showing 1 - 3 of 3 top financial advisors.
1
Brian T. Gray
CRD#: 3069145
165 Village St, Medway, MA 02053
93
Wealthminder
score

Brian Gray (CRD# 3069145) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 9 years of experience in the finance industry.

2
Brian H. Maxfield
CRD#: 3046156
165 Village St, Medway, MA 02053
93
Wealthminder
score

Brian Maxfield (CRD# 3046156) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 18 years of experience in the finance industry.

3
Steven M. Richardson
CRD#: 2774988
165 Village Street, Medway, MA 02053
93
Wealthminder
score

Steven Richardson (CRD# 2774988) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 20 years of experience in the finance industry.

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