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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-20-2011
- Office Locations
- 1
Office Locations
About Richard W. Paul & Associates, LLC
Richard W. Paul & Associates is a Novi, MI fiduciary RIA providing retirement-focused financial planning and discretionary investment management, including tax and insurance planning. The team (CFP/CFA credentials; securities and insurance licensed) builds tailored asset-allocation portfolios using mutual funds and ETFs, with custody via Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD WILLIAM PAUL
Chief Operating Officer, Managing Member
- CRD
- #1068741
- Ownership
- 75% or more
MATTHEW MICHAEL PAUL
Chief Compliance Officer, Chief Operating Officer
- CRD
- #6396006
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brendan Edward Best
--
- CRD
- #7809377
MATTHEW BRIAN DOMBROWSKI
Financial Advisor
- CRD
- #5976712
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $372,819,349 | $212,433 |
| Non-Discretionary | $0 | -- |
| Total | $372,819,349 | $212,433 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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