RISE ADVISORS, LLC

RISE ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 309760). Regulatory assets under management: $441.2M.

Registration

• CRD: 309760
• SEC file number: 801-119066
• Type: Registered investment adviser
• Location: 400 LINDEN OAKS, SUITE 120, ROCHESTER, NY, 14625
• Phone: 585-565-3444
• Latest filing: 2026-03-24
• Regulatory AUM: $441.2M
• Discretionary AUM: $417.0M
• Non-discretionary AUM: $24.1M
• Clients: 9
• Accounts: 1,354

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309760 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search