RISE ADVISORS, LLC
CRD #309760 SEC #801-119066 ROCHESTER, NY 585-565-3444
SEC Registered
Total AUM
$340.9M
Discretionary
$311.8M
Employees
7
Clients
10
Accounts
1,169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $340.9M | $311.8M | $29.1M | 7 | 2 |
| Jan 2025 | $250.1M | $225.1M | $25M | 7 | 5 |
| Oct 2024 | $250.1M | $225.1M | $25M | 6 | 5 |
| Oct 2024 | $250.1M | $225.1M | $25M | 6 | 5 |
| Mar 2024 | $250.1M | $225.1M | $25M | 7 | 5 |
| May 2023 | $200M | $178M | $22M | 7 | 2 |
| Feb 2023 | $200M | $178M | $22M | 7 | 2 |
| Apr 2022 | $188.3M | $188.3M | $0 | 6 | 3 |
| Mar 2022 | $188.3M | $188.3M | $0 | 6 | 3 |
| Mar 2021 | $170.6M | $143.1M | $27.5M | 5 | 2 |
| Nov 2020 | $131.1M | $131.1M | $0 | 5 | 2 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
| Jun 2020 | $0 | $0 | $0 | 5 | 0 |
| Jun 2020 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$340.9M
Discretionary$311.8M
Non-Disc.$29.1M
Employees7
Clients2
DateJan 2025
Total AUM$250.1M
Discretionary$225.1M
Non-Disc.$25M
Employees7
Clients5
DateOct 2024
Total AUM$250.1M
Discretionary$225.1M
Non-Disc.$25M
Employees6
Clients5
DateOct 2024
Total AUM$250.1M
Discretionary$225.1M
Non-Disc.$25M
Employees6
Clients5
DateMar 2024
Total AUM$250.1M
Discretionary$225.1M
Non-Disc.$25M
Employees7
Clients5
DateMay 2023
Total AUM$200M
Discretionary$178M
Non-Disc.$22M
Employees7
Clients2
DateFeb 2023
Total AUM$200M
Discretionary$178M
Non-Disc.$22M
Employees7
Clients2
DateApr 2022
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees6
Clients3
DateMar 2022
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees6
Clients3
DateMar 2021
Total AUM$170.6M
Discretionary$143.1M
Non-Disc.$27.5M
Employees5
Clients2
DateNov 2020
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees5
Clients2
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0