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RAISE FINANCIAL ADVISORS LLC

Advisory

CA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in CA
#4,344
of 5,480 advisers by AUM
Average account
$106K
across 171 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$18M
Discretionary %
0%
Clients
50
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$0
Non-Discretionary AUM$18M
Discretionary %0%
Total Clients50
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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FINANCIAL COUNSELING RESOURCES LLC
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$18M
+10.4% 1Y
PK WEALTH ADVISORS, LLC
SACRAMENTO, CA
$18M
TAYLOR, NIGEL BRIAN
$18M

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