RIA Intel›Advisers›Michigan›RICHARD W. PAUL & ASSOCIATES, LLC

RICHARD W. PAUL & ASSOCIATES, LLC

Advisory

N·NOVI, MI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$373M

1-Year AUM Growth

+23.5%

3-Year CAGR

+11.6%

Employees

6

Assets Under Management

Total AUM$373M

Discretionary AUM$373M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,801

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingJun 19, 2019

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RICHARD W. PAUL & ASSOCIATES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.