A complete list of active advisors currently associated with Rise Advisors, LLC

Warmer can help you find a great advisor at Rise Advisors, LLC or one who fits your needs even better.

Rise Advisors serves individual and high‑net‑worth clients, retirement plan sponsors, and brokerage customers who opt into its consulting program. The firm provides discretionary and non‑discretionary investment management, financial planning, retirement plan consulting, and advice on variable annuities, REITs and certain alternative investments for qualified investors. RISE emphasizes portfolio monitoring and rebalancing and typically allocates client assets among ETFs, mutual funds and individual securities, while also recommending third‑party managers and customized/direct indexing strategies when appropriate. The firm uses a mix of fundamental, cyclical and behavioral finance analysis, operates model portfolios reviewed by an Investment Direction Committee, and tailors allocations to clients’ risk tolerances and time horizons. RISE offers educational services for plan sponsors and participants — including group enrollment meetings, participant financial wellness education and periodic fiduciary training — and provides written or electronic reports and ongoing disclosure to clients. Several supervised persons are licensed insurance agents who may recommend insurance or annuity products for commissions, and the firm also provides investment consulting to brokerage customers under an agreement with Mutual Securities; these relationships and potential conflicts are disclosed in the Form ADV.

To learn more about the advisors currently working at Rise Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.