RIA Intel›Advisers›Massachusetts›PATRIOT MULLARE ASSOCIATES, INC.

PATRIOT MULLARE ASSOCIATES, INC.

Advisory

HINGHAM, MA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in MA

#1,221

of 1,590 advisers by AUM

AUM change, 1 year

+9.4%

56th percentile in MA

AUM CAGR, 3 year

+0.9%

compound annual growth

Average account

$940K

across 40 accounts

AUM per adviser

$38M

1 advisers

Filing history

13

filings since 2005

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$38M

1-Year AUM Growth

+9.4%

3-Year CAGR

+0.9%

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingFeb 14, 2005

Latest FilingFeb 2, 2026

Full AUM trend chart and 13 historical filings spanning 21+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, ME

Succession Risk

Elevated risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

59th percentile

Composite rank among MA advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

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

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0.0% 1Y

INVESTMENT ADVISOR ASSOCIATES, INC.

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