RIA IntelAdvisersMinnesotaRISING FINANCIAL, LLC

RISING FINANCIAL, LLC

Advisory

MN

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$56K
across 217 accounts
AUM per adviser
$12M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$12M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

EFS FINANCIAL RESOURCES, LLC
MANKATO, MN
$12M
-76.1% 1Y
DISCOVERY FINANCIAL GROUP, LLC
BLOOMINGTON, MN
$12M
-29.4% 1Y
NORTH EAST ASSET MANAGEMENT GROUP, INC.
COON RAPIDS, MN
$12M
PETRARCH LLC
$12M
BARRINGTON CAPITAL MANAGEMENT, INC.
BLOOMINGTON, MN
$12M
7TH ST. FINANCIAL INC
$13M

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