Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Rise Private Wealth Management financial advisors

Every SEC-registered investment adviser representative at Rise Private Wealth Management, by the state and city of the office they work from.

44 registered advisors work at Rise Private Wealth Management, in 8 states and 12 cities; the most are in Bedford, NH (30). 13 list the CFP designation and 1 are also registered broker representatives.

Search every Rise Private Wealth Management advisor by name →Who joined and left Rise Private Wealth Management →Rise Private Wealth Management: assets, clients and custodians →

Cities with the most Rise Private Wealth Management advisors

Bedford, NH 30Portsmouth, NH 3Warwick, NY 2Auburn, ME 1Guilford, CT 1Hudson, FL 1Irvine, CA 1McPherson, KS 1Rosemount, MN 1Rye Brook, NY 1Savage, MN 1Wesley Chapel, FL 1

Rise Private Wealth Management advisors by state

Rise Private Wealth Management in New Hampshire 33

Bedford 30Portsmouth 3

Rise Private Wealth Management in New York 3

Warwick 2Rye Brook 1

Rise Private Wealth Management in Florida 2

Hudson 1Wesley Chapel 1

Rise Private Wealth Management in Minnesota 2

Rosemount 1Savage 1

Rise Private Wealth Management in California 1

Irvine 1

Rise Private Wealth Management in Connecticut 1

Guilford 1

Rise Private Wealth Management in Kansas 1

McPherson 1

Rise Private Wealth Management in Maine 1

Auburn 1

Questions

How many financial advisors does Rise Private Wealth Management have?

44 investment adviser representatives are registered with Rise Private Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 8 states and 12 cities. 13 list the CFP designation and 1 are also registered as broker representatives.

Where does Rise Private Wealth Management have the most advisors?

Bedford, NH, with 30 registered advisors, then Portsmouth, NH (3). By state, New Hampshire has the most, with 33.

How do I find a Rise Private Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Rise Private Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Rise Private Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →