Rise North Capital Investment Advisors: new SEC registration, $51M AUM, Braintree, MA
Rise North Capital Investment Advisors (Braintree, Massachusetts): new SEC registration, $51M AUM, Braintree, MA. Its amount of 51 is below the median of 135 (6th percentile). Dated 332 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 51 · 6th percentile of 1,225 NewRiaPulse records · 0.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 40 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Rise North Capital Investment Advisors |
| Legal name | Rnc RIA LLC |
| CRD | 336740 |
| Status | Approved |
| Registered with the SEC | 2025-12-08 |
| Latest Form ADV filing | 2026-08-14 |
| Location | Braintree, MA, United States |
| Regulatory AUM | $50,556,312 |
| Accounts | 408 |
| Employees | 14 |
| Website | https://www.linkedin.com/in/derek-sage-0a2215186 |
| amount percentile | 6th of 1,225 (median 135, 0.4x median) |
| Peer records CSV (41 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-08
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Bartholomew & Company Wealth Management, LLC · Brookwood Advisors, LLC · Pearson Financial Services · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Rise North Capital Investment Advisors and 41 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 41
- Rise North Capital Investment Advisors's amount: 6th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $8,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Rise North Capital Investment Advisors in Braintree, Massachusetts?
Rise North Capital Investment Advisors received SEC registration as an investment adviser (2025-12-08) with $50,556,312 in regulatory assets under management, based in Braintree, MA.
How does Rise North Capital Investment Advisors compare to other Massachusetts NewRiaPulse records?
Its amount of 51 is below the median (6th percentile); smaller records often move faster and face less competition. It is 332 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.