$441.2M Total AUM
$417.0M Disc. AUM
-- 3Y CAGR
9 Employees
479 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-16-2020
- Office Locations
- 2
Office Locations
400 Linden Oaks Suite 120 Rochester NY
-- Wellsville NY
About Rise Advisors, LLC
Rise Advisors, LLC is a Rochester, NY registered investment adviser providing financial and investment planning for life and retirement, including coordination around tax, estate and insurance needs. Their approach centers on understanding clients’ real-world circumstances before making recommendations, with portfolios that commonly use mutual funds and ETFs. Custody includes Fidelity/NFS.
Team overview
38 AVG AGE
$63.0M AVG AUM / ADVISOR
$921.0K AVG AUM / CLIENT
3.5 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ZACHARY MAXWELL HARRINGTON
Financial Advisor, PARTNER
- CRD
- #6199685
- Ownership
- 25% but less than 50%
Available
Available
Available
MARK BRADFORD JONES
Partner
- CRD
- #4442200
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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M
Mark Douglas Lewis
Director
- CRD
- #8021386
Available
Available
Available
C
CHARLES EDWARD LOVEJOY
--
- CRD
- #5026043
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $417,023,338 | $349,266 |
| Non-Discretionary | $24,139,112 | $150,869 |
| Total | $441,162,450 | $325,822 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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