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RISE ADVISORS, LLC
CRD 309760 · SEC 801-119066
400 LINDEN OAKS, SUITE 120, ROCHESTER, NY, 14625, United States
Phone
585-565-3444
Fax
585-565-3444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$441.2M
Discretionary AUM
$417.0M
Team
9 total employees; 7 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $134.5M |
| High net worth individuals | 108 | $236.3M |
| Charitable organizations | 5 | $66.1M |
| Corporations/business entities | 3 | $4.3M |
States served
IN, ME, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD