RICHARDSON FINANCIAL SERVICES

Legal name: RICHARDSON FINANCIAL SERVICES INC.

CRD 130715File 801-119439

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$256.1M

Below cohort median (national)

Discretionary AUM

$222.5M

Non-discretionary $33.6M

Clients

193

1,302 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Sep 11, 2020
Principal office: 165 VILLAGE ST, MEDWAY, MA, 02053
Phone: 508.533.2335
Website: HTTP://WWW.RFSRIA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $256.1M
Discretionary AUM: $222.5M
Non-discretionary AUM: $33.6M
Discretionary accounts: 648
Non-discretionary accounts: 654
Total accounts: 1,302
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other investment advisers	1	$1.6M
High net worth individuals	106	$193.3M
Individuals (other than high net worth individuals)	86	$27.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.