RIA Intel›Advisers›Massachusetts›RISING TIDES FINANCIAL, LLC

RISING TIDES FINANCIAL, LLC

Advisory

MA

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

Rank in MA

#1,113

of 1,590 advisers by AUM

Average account

$2M

across 27 accounts

AUM per adviser

$60M

1 advisers

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

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

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

27 clients

15 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 MA

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

DAVINCI CAPITAL MANAGEMENT INC.

$60M

HURLEY, ROBERT EMMET

$59M

FREED FIESTA, LLC

$60M

TOMASETTI INVESTMENT GROUP, LLC

$61M

FOLEY, PETER C.

$59M

BRAMBLE HILL CAPITAL MANAGEMENT, LLC

$61M

Get the full picture on RISING TIDES FINANCIAL, LLC

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

Create a free account →See plans