Raise Financial Advisors LLC

Overview

Raise Financial Advisors LLC operates as an independent registered investment advisor structured as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are a mix of asset-based charges, hourly billing and fixed-fee engagements. Raise identifies as an active ESG investor and manages assets on a non–multi-state basis. The firm does not function as a capital allocator; rather than operating proprietary investment funds, it uses third-party managers and public investment vehicles. Advisory activity centers on individualized planning and discretionary portfolio management, though the firm’s entire asset base is reported as non‑discretionary on the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives