Prospeo
Hero Section BackgroundHero Section Background
Richard Brothers Financial Advisors

Richard Brothers Financial Advisors Revenue

Financial ServicesFlag of USSouth Portland, Maine, United States1-10 Employees

$

Richard Brothers Financial Advisors revenue & valuation

Annual revenue$23,000,000
Revenue per employee$2,300,000
Estimated valuation?$73,600,000
Total fundingNo funding

Key Contacts at Richard Brothers Financial Advisors

Flag of US

Neal Richard

Principal Owner

Flag of US

Tyler Metevier

Director Of New Client Engagement

Flag of US

Zachary Lauzon

Director Of Client Relations

Company overview

Headquarters50 Donald B. Dean Drive, Suite 1, South Portland, Maine 04106, US
Phone number+12078792352
Website
NAICS52
SIC628
Keywords
Investments, Wealth Management, Financial Planning & Advice, Employer Sponsored Retirement Plans, Trust & Fiduciary Services
Founded1996
Employees1-10
Socials

Richard Brothers Financial Advisors Email Formats

Richard Brothers Financial Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@richardbrothersfinancial.com), used 64.3% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@richardbrothersfinancial.com
64.3%
{first name}{last name}
johndoe@richardbrothersfinancial.com
28.6%
{last name}{last name}
doedoe@richardbrothersfinancial.com
7.1%

About Richard Brothers Financial Advisors

For over 20 years, Richard Brothers has provided clients with comprehensive financial planning solutions and tailored investment advice. We take pride in our reputation for our “whole picture” approach when helping clients realize their life-time goals. Headquartered in South Portland, Maine, Richard Brothers Financial Advisors provides goal-based solutions to individuals, families—as well as businesses, nationwide.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Director
Founder/Owner

Employees by Department

Richard Brothers Financial Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Richard Brothers Financial Advisors has never raised funding before.

Richard Brothers Financial Advisors Tech Stack

Discover the technologies and tools that power Richard Brothers Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

PWA

PWA

Miscellaneous

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

Simpli.fi

Simpli.fi

Advertising

Yoast SEO Premium

Yoast SEO Premium

SEO

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Akismet

Akismet

WordPress plugins

WordPress

WordPress

Blogs

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Frequently asked questions

Richard Brothers Financial Advisors is located in South Portland, Maine, US.
You can reach Richard Brothers Financial Advisors at +12078792352.
Richard Brothers Financial Advisors generates an estimated annual revenue of $22,994,513. This revenue figure reflects the company's market position and business performance in its industry.
Richard Brothers Financial Advisors has an estimated valuation of $73,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Richard Brothers Financial Advisors was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
Richard Brothers Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles