LP Profile

Richard Brothers, Financial Advisors

Also known as richard brothers financial

Wealth ManagerSouth Portland, United StatesFounded 1996
$200M
Assets Under Management
South Portland
Headquarters
Investment Focus

About Richard Brothers, Financial Advisors

Richard Brothers, Financial Advisors is an independent fiduciary financial advisory firm in South Portland, Maine, founded in 1996 and reporting about $200 million in assets. Its site announces that the firm has joined Savant Wealth Management. The firm provides whole-picture financial planning for individuals and families, covering retirement security, estate protection, education funding and income sources. It also helps business owners with business transition, succession and exit planning, aiming to preserve business value and legacy.

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Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Richard Brothers, Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$180.6M
Total Clients
433
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Richard Brothers, Financial Advisors across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Richard Brothers, Financial Advisors?

Richard Brothers, Financial Advisors is a wealth manager based in South Portland, United States, managing approximately $200M in assets.

Where is Richard Brothers, Financial Advisors headquartered?

Richard Brothers, Financial Advisors is headquartered in South Portland, United States.

How much does Richard Brothers, Financial Advisors manage?

Richard Brothers, Financial Advisors manages approximately $200M in assets under management.

When was Richard Brothers, Financial Advisors founded?

Richard Brothers, Financial Advisors was founded in 1996.

How can I contact Richard Brothers, Financial Advisors?

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