Diverse
Partnerships.

Built by high-growth
advisors, for high-
growth advisors.

The joy of working
with Bleakley.

You know that feeling when something just clicks? That’s how it is with Bleakley. When we teamed up, they were already a successful, distinguished wealth advisory and financial planning firm with a long track record of continuous growth and client-centric operations. With our investment, Bleakley was empowered to expand its M&A game, launch an equity ownership program to its advisors, and provide them with greater flexibility and a broader set of resources to positively impact the financial lives of their clients. For us, there’s nothing more satisfying than taking a journey with someone you like and seeing their vision come true.

Q3 2024

Strategic Partnership

  • Rise Invests in Bleakley Financial Group (August 2024)
  • Board of Directors and Advisor Council Established
  • Client Satisfaction Survey Launched
  • Inorganic Pipeline Grew 79x

Q4 2024

One Focused Firm

  • 80% of AUM Managed by W-2 Partners
  • Advisor Growth Incentive Program Launched
  • Management Incentive Program Launched

Q1 2025

Growth Momentum

  • Two Teams Join with $1B+ assets
  • Hired Chief Growth Office
  • All Employee Performance Program Launched

Q2 2025

  • Formalized Establishment of Credit Facility
  • Moved from Mega Broker-dealer to Local “RIA-Friendly” Broker-dealer

Rising Together Since August 2024

FOUNDED IN

1985

in advisory assets

Managing nearly

$10B

in advisory assets

Managing nearly

55+

advisors

Managing nearly

100+

investment professionals

Managing nearly

17

OFFICES

Next level growth for
 Bleakley Financial Group

“In Rise, we found a strategic partner with not only capital, but also the expertise to expand into a national firm that attracts top-tier, growth-oriented advisors.”

— Andy Schwartz, CFP®, CEO and Co-Founder of Bleakley Financial Group

Next level growth for
 Bleakley Financial Group

“In Rise, we found a strategic partner with not only capital, but also the expertise to expand into a national firm that attracts top-tier, growth-oriented advisors.”

— Andy Schwartz, CFP®, CEO and Co-Founder of Bleakley Financial Group

Bleakley in the news

Bleakley Financial Group 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 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.
At an industry conference in Miami, minority investors touted the chance for smaller RIAs to cede a stake in return for support but not control.