Richardson Wealth (USA) Limited
● SEC registered since 2013CRD 166090SEC# 801-77951Toronto, Ontario
Reg. AUM
$243.9M
Employees
78
Accounts
262
Location
Toronto, Ontario
Richardson Wealth (USA) Limited assets under management
Richardson Wealth (USA) Limited operates as an SEC-registered investment adviser based in Toronto, Ontario. The firm has been registered since 2013. It reports $243.9 million in regulatory assets under management and employs 78 people.
Richardson Wealth (USA) Limited owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Rodney Finney Control | Chief Compliance Officer | Under 5% | 2025 |
| David James Kelly Control | President | Under 5% | 2025 |
| Krista Gail Joanne Coburn Control | Corporate Secretary | Under 5% | 2025 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Richardson Wealth (USA) Limited manage?
Richardson Wealth (USA) Limited reports $243.9 million in regulatory assets under management on its Form ADV.
How many employees does Richardson Wealth (USA) Limited have?
Richardson Wealth (USA) Limited reports 78 employees.
Where is Richardson Wealth (USA) Limited located?
Richardson Wealth (USA) Limited is based in Toronto, Ontario and has been SEC-registered since 2013.
Does Richardson Wealth (USA) Limited disclose fund performance?
Richardson Wealth (USA) Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3 |
| Phone | 1-855-204-7467 |
| Fax | 416-941-0830 |
| Office hours | 9-5 |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$243.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$243.9Mregulatory AUM
Discretionary $243.9M