Rise Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, NY. Its latest Form ADV filing, dated March 24, 2026, reports $441M in regulatory assets under management, 9 employees, and 1,354 accounts.
Assets Under Management
$441M
Employees
9
Offices
--
Total Clients
472
Primary office
ROCHESTER, NY
400 LINDEN OAKS, SUITE 120, ROCHESTER, NY, United States
Top client segmentIndividuals represent 75.4% of total clients.
Top client categories% of clientsClients
1
Individuals
75.4%
356
2
HNWI
22.9%
108
3
Charitable
1.1%
5
4
Corporations
0.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$441Mas of March 24, 2026
Discretionary94.5%
$417M
95% of total RAUM94.5%
Non-discretionary5.5%
$24M
5% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$441M
Total Accounts1,354
10Y AUM Change+$441M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee52:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.