# RISE ADVISORS, LLC

RISE ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 309760
- Type: SEC-registered investment adviser
- SEC file number: 801-119066
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mark Bradford Jones | PARTNER | — |
| Zachary Maxwell Harrington | PARTNER | — |
| Stephanie Michel Kelm | CCO, PARTNER | — |
| KLATT SCOTT GREGORY | PARTNER | — |
| JONES MARK BRADFORD | PARTNER | — |
| KELM STEPHANIE MICHEL | CCO, PARTNER | — |
| HARRINGTON ZACHARY MAXWELL | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309760/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309760/similar
- Related entities: https://search.stillhousedata.com/firm/309760/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309760

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.