Rise Advisors, Llc
- Regulatory AUM
- $441M
- Discretionary
- $417M
- Clients
- 472
- Avg AUM / client
- $935K
- Accounts
- 1,354
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 356 | $134M | 30.5% |
| High net worth individuals | 108 | $236M | 53.6% |
| Charitable organizations | 5 | $66.1M | 15.0% |
| Corporations and other businesses | 3 | $4.3M | 0.98% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Bradford Jones | Partner | CFP | Jun 2020 (6y) | 25% – 50% |
| Stephanie Michel Kelm | Cco, Partner | CFP | Jun 2020 (6y) | 25% – 50% |
| Zachary Maxwell Harrington | Partner | Jun 2020 (6y) | 25% – 50% | |
| Angelica Lynn Sudore | Registered representative | Dec 2022 (4y) | ||
| Mark Douglas Lewis | Registered representative | Dec 2024 (2y) | ||
| Abigail Wilson | Registered representative | Jul 2025 (1y) | ||
| Charles Edward Lovejoy | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $441M (100% of AUM) Mar 2026
- Fidelity Brokerage Services $186M (99% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗