Rise Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$441M

Discretionary

$417M

95% of AUM

Avg account

$326K

Accounts

1,354

Employees

Advisory reps

Firm details

Headquarters: Rochester, New York
CRD number: 309760
Registered since: July 16, 2020
Website: riseadvisorsgroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.56%
Individuals30.48%
Charitable Organizations14.99%
Corporations / Businesses0.98%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rise Advisors, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides a mix of fee models (percentage of AUM, hourly and fixed fees) and also acts as an insurance broker. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational workshops. Rise Advisors is not positioned as an ESG-focused investor. Rise Advisors registered with the SEC in 2020 and is owner-operated. It maintains a centralized custody arrangement and appears to coordinate allocations across public markets and third-party alternative managers rather than acting solely as an active asset manager.