Rise isn’t just
your partner.
We’re collaborators who are as
invested in your success as you are.
Partnering with the next generation of firms to ignite growth
We’re more than partners-we’re your co-creators in success, driven by a shared vision to redefine what’s possible. With a powerful combination of Capital + Strategic Expertise, we back high-potential partner firms ready to make waves in the market. Upon making the investment, we implement our Rise & Thrive program, co-creating a strategic compass with key priorities that we will execute on together.
Let’s uncover the ideal platform for your growth and future impact.
Bleakley Financial Group, built by high-growth advisors for high-growth advisors.
Rising Togther 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
“As a firm built by advisors for advisors, our focus has always been on growth. We take pride in consistently delivering high-caliber planning and investment strategies to our clients. For a long time, we have considered bringing on a partner to accelerate our evolution into a nationally recognized firm. In Rise, we found a strategic partner with not only capital but also the expertise to expand a national firm that attracts top-tier growth-oriented advisors.”
Powerful support during the transition and beyond.
Expect fresh ideas, unfiltered opinions, and the relentless drive to make it happen—whatever it takes.
Welcome to Rise Up with Rise Growth Partners: Your Path to Leadership and Branding Success!
Welcome to Rise Up with Rise Growth Partners! We help leaders build strong, purpose-driven brands that inspire growth and innovation.
Building a Lighthouse Brand: Unleash Passion, Consistency & Purpose for Business Success
In this episode, Jennifer and Joe dive deep into the art of building a lighthouse brand—a brand that doesn’t just exist but leads with passion, consistency, and purpose.
Our 4-Step Process
Learning
We start by learning about you, your vision, and your unique goals to assess cultural and strategic alignment with a Rise partner firm.
Understanding
Through an in-depth analysis, we uncover your business's strengths and growth opportunities, keeping your long-term aspirations - for you, your clients and your team.
Designing
Execute on that transaction plan so that clients, advisors and team members are engaged and successtul throughout the transition.
Growing
Propel your growth to new heights, leveraging innovative programs and resources at your new firm.
Your source for all the latest partner news, business achievements and industry publication announcements
Joe Duran’s Rise Growth Makes First Investment in $10B AUM Bleakley
Joe Duran: RIAs must get creative to appeal to large acquirers, PE
