RISE ADVISORS, LLC

Overview

Rise Advisors, LLC is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm combines fee-based financial planning and portfolio management with insurance brokerage services. Its advisory mandate is primarily discretionary, and the firm offers a mix of charging models — percentage of assets under management, hourly fees and fixed fees — which allows flexibility across client types. Investment approach emphasizes a core-satellite mix: sizable allocations to public funds and ETFs form the core, while individual equities and third‑party alternative funds are used as satellite exposures. Rise Advisors provides pension consulting, selects outside managers when appropriate, and runs educational workshops — indicating a mix of in‑house portfolio construction and outsourced manager selection. The adviser is not positioned as an ESG investor and is classified as a single-state adviser in its regulatory filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices