Richard W. Paul & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Novi, MI.
Assets Under Management
$373M
Employees
8
Offices
2 offices
Total Clients
674
Primary office
NOVI, MI
39555 ORCHARD HILL PLACE, SUITE 100, NOVI, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
348
2
Individuals
48.2%
325
3
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$373Mas of March 25, 2026
Discretionary100.0%
$373M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$373M
Total Accounts1,755
10Y AUM Change+$232M (+164.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee84:1
10Y Employee Change-2 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.