RIA Intel›Advisers›Pennsylvania›RISE FINANCIAL PARTNERS LLC

RISE FINANCIAL PARTNERS LLC

Advisory

PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,005

of 1,528 advisers by AUM

Average account

$165K

across 358 accounts

AUM per adviser

$15M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients146

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

146 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

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

ROSSI FINANCIAL ASSOCIATES, INC.

MONROEVILLE, PA

$59M

DAVIDSON INVESTMENT COUNSELORS, LP

$60M

HFS ASSOCIATES, INC.

W. CONSHOHOCKEN, PA

$60M

LAUREL FINANCIAL GROUP INC

$59M

THE CONTE-BROWNE GROUP, LLC

$58M

SEVEN FIELDS, PA

$60M

Get the full picture on RISE FINANCIAL PARTNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RISE FINANCIAL PARTNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans