RIA Intel›Advisers›Rhode Island›RANDALL, PATRICK MATTHEW

RANDALL, PATRICK MATTHEW

Advisory

RI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$147K
across 15 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
12
Employees
1

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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in RI

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

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