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- Custodian
- Assetmark · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2004
- Office Locations
- 1
Office Locations
About Richardson Financial Services
Richardson Financial Services is a Medway, MA-based financial planning practice serving individuals and families with a tax-aware, comprehensive planning and portfolio management approach. The team includes CPAs and CFPs and provides tax, estate, retirement, risk management and insurance planning alongside investment management using funds and ETFs. Prospects get two complimentary meetings, including draft net worth and cash flow statements; securities are offered through J.W. Cole Financial.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
STEVEN MICHAEL RICHARDSON
President
- CRD
- #2774988
- Ownership
- 75% or more
EDWARD MICHAEL PITTS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2394485
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN HOWARD MAXFIELD
Financial Advisor, General Partner
- CRD
- #3046156
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,495,008 | $343,356 |
| Non-Discretionary | $33,595,817 | $51,370 |
| Total | $256,090,825 | $196,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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