Harmonizing.
Partnership

in rhythm.

Take it from someone who has been to this movie a thousand times, if you’re going to scale your business with the help of a partner, you want to not only work with someone smart and experienced, you want to work with someone you can make beautiful music with, too. Someone on the same wavelength. People who are right there beside you with the expertise to fill in the gaps and provide the guidance you need.

Lots of people can write a check. Fewer bring the bedside manner, strategic depth, and true partnership we do. It makes the journey that much smoother, and the outcome that much stronger.

The end result is 
just the beginning.

That journey we’re on is going to be transformative. We’re giving birth to the next generation of you. It’s going to be exciting, thrilling and rewarding, just like it was for two of our latest partners.

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

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Customized portfolios.
Integrated planning.

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“This partnership allows us to build something even more special, enabling us to become a magnet for top talent and remain an industry leader for years to come. We are not sacrificing our independence or culture; we are enhancing it.”
— Kevin T. Grimes, CFA, CFP®, CEO and Chief Investment Officer at Grimes and Company
“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®, principal at Bleakley Financial Group
“This partnership allows us to build something even more special, enabling us to become a magnet for top talent and remain an industry leader for years to come. We are not sacrificing our independence or culture; we are enhancing it.”
— Kevin T. Grimes, CFA, CFP®, CEO and Chief Investment Officer at Grimes and Company
“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®, principal at Bleakley Financial Group

The companies we’re a good fit
for start from a great place.

Here’s what we look for…

Visionary Leadership

Visionary leaders set a clear and compelling vision for the firm’s future.

A positive culture that attracts top talent and invests in their growth.

Strong governance, with accountable and empowered experts.

Scalable Platform

An integrated platform with strong components.

A commitment to team-based models that optimize shared resources.

An openness to innovation and cutting-edge technologies, like AI.

Growth-Orientation

Both organic expansion and inorganic acquisitions.

Establishing best-in-class training, pipelines, and processes to sustain growth.

Pioneering new approaches, including building lighthouse brands and repeatable lead generation channel strategies.

Rise Up! Level-set Assessment

First things first. Before you become a partner, we level-set your place among your peers by running a Rise Up! Level-set Assessment. This will show you where you stand today and what it will take to be truly enterprise-ready. Once we become partners, we’ll have a strategic planning session to establish what’s possible and how we’re going to get there. To accomplish our goals, we prioritize the tactics, which may include how to enhance the leadership team, board governance, key performance metrics, organic and inorganic growth strategies, client experience enhancements, teammember career growth, and so much more.

You + Us.
Built to Rise.

If you want to build something extraordinary — or are dreaming about what could be — let’s talk. We’d love to hear where you want to go, and discuss how we can help get you there. It’s better together.

let’s talk
We are the ultimate growth partner
for exceptional advisory firms.
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