Articles from Rise Growth Partners

Rise Growth Partners (“Rise”), a leading growth partner for exceptional advisor firms, today announced a strategic minority investment in Cyndeo Wealth Partners (“Cyndeo”), an independent registered investment advisor (RIA) with approximately $3.1 billion in assets under management (AUM). Headquartered in Florida with offices in St. Petersburg and Lake Mary and a growing presence across the Southeast, Cyndeo serves high-performance individuals and families with complex financial lives, including entrepreneurs, corporate executives and professional athletes.

Rise Growth Partners (“Rise”), the ultimate growth partner for exceptional advisor firms, today announced its latest strategic minority investment, a long-term partnership with Krilogy, a St. Louis-based RIA firm managing more than $4 billion in client assets. Founded in 2009, Krilogy is guided by its principle of “the art of accomplishment”—an unwavering commitment to energy, hard work and getting ordinary and extraordinary things done for clients. The firm has subsequently built a reputation as a values-based firm, deeply rooted in Midwestern authenticity and strengthened by a growing team of in-house experts and an integrated approach to delivering thoughtful, comprehensive financial advice.

Bleakley Financial Group (“Bleakley”), a dynamic wealth advisory and financial planning firm, today announced the expansion of its national footprint with the addition of two top-performing advisory teams from Northwestern Mutual. Together, these teams represent more than $1 billion in client assets and mark a significant growth milestone across key markets in Virginia, Florida and Idaho. The addition of these teams underscores Bleakley’s accelerating momentum as a premier destination for growth-oriented advisors seeking a platform that combines enterprise scale, personalized support and equity participation—while preserving the culture and autonomy of each individual team.

Bleakley Financial Group (‘Bleakley’), a dynamic wealth advisory and financial planning firm, today announces the next phase of growth, including the addition of existing advisors to equity partners, accelerated merger and acquisition (M&A) activity, strategic leadership expansion and an upcoming rebrand. This momentum is supported by Rise Growth Partners (‘Rise’), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs).

Rise Growth Partners (‘Rise’), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs), today announced its second strategic minority investment, backing Grimes & Company, LLC (‘Grimes’). A full-service, family-owned and operated wealth management firm with around $5.7 billion in assets under management (AUM), Grimes serves approximately 3,000 households nationwide and has built a heritage of growth through its thoughtful, high-touch approach to financial planning and investment management. This partnership will help fuel Grimes’ continued momentum, enabling the firm to deliberately expand its geographic presence, further refine its centralized planning process and attract growth-focused advisor teams and firms.

Rise Growth Partners (‘Rise’), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs), today announced the launch of a new weekly market recap series in partnership with Wealthion titled ‘Rise Up’. Wealthion is one of YouTube’s fastest-growing financial education channels, reaching over 310,000 subscribers. The series offers valuable insights and expert guidance to investors, providing in-depth analysis of key market events, why they matter for their portfolios and financial plan and what they should consider for the coming week.

Rise Growth Partners (“Rise”), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs), announces its inaugural strategic minority investment in Bleakley Financial Group (“Bleakley”). Bleakley is a distinguished wealth advisory and financial planning firm with over three decades of history, whose advisors currently service nearly $10 billion in advisory assets as of 6.30.24. This partnership will empower Bleakley with essential resources and capital to attract growth-focused firms, advisor teams and individual advisors, enhancing its long track record of continuous growth and client-centric operations.

Rise Growth Partners (‘Rise’), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs), today announces the appointment of two key senior executives: Jennifer Geoghegan joins Rise as Chief Marketing Officer and Tony Ling has been named Managing Partner - Investments. The two industry veterans, each bringing deep wealth management experience and functional expertise, help round out Rise’s executive team. They will bolster its position as a leading partner and growth accelerator for the next generation of national wealth management platforms.

Rise Growth Partners (“Rise”), the wealth management industry’s first synergistic financial partner for growth-oriented, registered investment advisors (RIAs), today announced a $250 million commitment from Charlesbank Capital Partners (“Charlesbank”), a middle-market private investment firm with offices in Boston and New York.

Rise Growth Partners (‘Rise’), the industry’s first synergistic financial partner for growth-oriented, middle market registered investment advisors (RIAs), today announced the appointment of Terri Kallsen, CFP®, as managing partner and senior operating advisor. Kallsen joins Joe Duran as one of the highly experienced Rise executives who will directly advise its select group of partner RIAs on business management, client service delivery and growth strategies.