Rise North Capital Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Braintree, MA. Its latest Form ADV filing, dated April 13, 2026, reports $51M in regulatory assets under management, 13 employees, 1 office, and 408 accounts.
Assets Under Management
$51M
Employees
14
Offices
1 office
Total Clients
408
Primary office
BRAINTREE, MA
25 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA, United States
Top client segmentIndividuals represent 95.3% of total clients.
Top client categories% of clientsClients
1
Individuals
95.3%
389
2
HNWI
4.2%
17
3
OTHER
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$51Mas of May 7, 2026
Discretionary100.0%
$51M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$51M
Total Accounts408
10Y AUM Change+$51M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee29:1
10Y Employee Change+1 (+7.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.