We’re not like other wealth management firms you’ve worked for. Ours is a culture of ownership and innovation where, as an equity owner in the business, you have a voice in the decision-making process – making it an agile, flexible and bureaucracy-free environment in which to work and foster your business.
We are a team of entrepreneurs and innovators working together toward a common goal. We like to refer to Richardson GMP as a “we” culture. Even though you’re running your own business, you’re doing it at a place where everyone is working together, not against each other. This is a firm where you have the flexibility to recommend the solutions you believe in and provide the service you want to deliver to the clients who depend on your performance.
All Richardson GMP Investment Advisors have access to:
We also recognize that it’s not just you who’s coming to Richardson GMP. Your clients are making the move as well. That’s why we have an entire team of professionals who are completely dedicated to ensuring your transition is as seamless as possible.
- A best-in-class technology platform
- Our in-house Tax & Estate Planning professionals, specializing in solutions that address the needs of high net worth clients
- Exclusive investment and growth opportunities through GMP Securities L.P.
- Top-ranked internal and third-party research
- Competitive fee-based programs
- An industry-leading discretionary platform to manage investment strategy through your own models and guided portfolios
- Representation of two Investment Advisors who are members of the Board