Overview
Assets Under Management: $341 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 187
Average Client Assets: $1 million
Frequently Asked Questions
RISE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309760), RISE ADVISORS, LLC is subject to fiduciary duty under federal law.
RISE ADVISORS, LLC is headquartered in ROCHESTER, NY.
RISE ADVISORS, LLC serves 187 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, RISE ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
RISE ADVISORS, LLC manages $341 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, RISE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.05
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,169
Discretionary Accounts: 998
Non-Discretionary Accounts: 171
Regulatory Filings
CRD Number: 309760
Last Filing Date: 2025-03-03 00:00:00
Website: https://riseadvisorsgroup.com