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JP RICHARDSON FINANCIAL SERVICES, INC.

Advisory

CA

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,226
of 5,480 advisers by AUM
Average account
$115K
across 187 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
71
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HOLDEN WEALTH MANAGEMENT LLC
$22M
DARROW WEALTH GROUP LLC
$22M
AL LOCY FINANCIAL SERVICES LLC
LODI, CA
$21M
BANKERS INVESTMENT COUNSELING COMPANY
VENTURA, CA
$22M
ANDRESEN PETER GARTH
SALINAS, CA
$22M
-18.0% 1Y
CORRIGIT CAPITAL GROUP
PASADENA, CA
$21M

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