A complete list of active advisors currently associated with Richardson Wealth (USA) Limited

Warmer can help you find a great advisor at Richardson Wealth (USA) Limited or one who fits your needs even better.

Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates and corporate clients, serving both non‑high‑net‑worth and high‑net‑worth investors through separate accounts and advised retirement rollovers. The firm offers managed account programs including Separately Managed Accounts (SMAs) and model-based Select Portfolios, and it assists clients with retirement plan rollover decisions while acting as an ERISA/IRC fiduciary when doing so. The firm’s investment process uses both fundamental and technical analysis and employs strategic and tactical asset allocation across equities, fixed income, ETFs, mutual funds and options to match client objectives and risk tolerance. Advisors tailor portfolios to individual client restrictions, may use third‑party Model Providers implemented through a Platform Manager, and generally maintain ongoing quarterly monitoring and reviews. Compared with many peer teams, RW (USA) is affiliated with a Canadian investment dealer, Richardson Wealth Limited, and is part of a group owned by iA Financial Corporation, sharing some personnel and administrative resources with its Canadian affiliate. The firm does not emphasize standalone financial planning services, requires custody and execution through an approved custodian (typically Pershing) for managed accounts, and limits model recommendations to providers approved on its platform, which the brochure identifies as a potential source of conflicts of interest.

To learn more about the advisors currently working at Richardson Wealth (USA) Limited, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.