Grow your business with us
In a vast wealth management landscape, our focus on advisors is why we stand out in the crowd. We put you first, so you can always put your clients first. Enjoy a high touch concierge service that provides an exceptional experience through responsiveness and accountability. Free up your time, grow your business and do what you do best.
Services
for advisors
Quite simply, our culture of first-class service for our advisors and their teams is in our DNA. It stems from the Richardson company principles established generations ago to appreciate and recognize our most valuable asset – our people. These values are why we’re determined to make it easier for advisors to succeed here more than anywhere else. We offer a dynamic, collaborative and supportive culture, plus best-in-class tools, technology and access to support.
Seamless transition
A well-articulated, fail-proof onboarding process guided by our focused team of highly experienced professionals, streamlined with an eSignature option to ensure a smooth transition for your clients
Comprehensive wealth services
Planning tools, tax and estate planning, professional support, in-house insurance, Private Family Office and more
Customized marketing strategy
A dedicated marketing team to help you develop custom materials tailored to your needs and individual brand
Concierge-level support
A dedicated point of contact and responsive teams – from branch management to IT, operations and more – who offer the ultimate level of service and attention to help you build your brand and grow your practice
Professional development
Ongoing opportunities for peer learning with a rich curriculum that includes opportunities for coaching, like Richardson Wealth Masterclass to help you grow your practice and team
Strategic partnerships
Access to new issue deal flow, third-party research and other valuable capabilities
Culture of sharing
An environment of peer support where advisors lend a hand and work collaboratively to help others succeed
Our process
Our dedicated team facilitates a customized discovery process, connecting you with our seasoned specialists – experts in the areas that matter most to your team – and guiding you every step of the way.
Discovery meeting
Offer
Transition preparation meeting
Onboarding
Partner with a firm that puts you first
Your success as an advisor is our top priority. We want to make it as easy as possible for you to focus on what you do best: providing the best advice and the most extraordinary client experience.
