Rise Growth Partners has made a significant minority investment in Grimes & Company to enhance its growth and national presence in the wealth management industry.

Target Information

Grimes & Company, LLC (‘Grimes’) is a full-service, family-owned wealth management firm based in the United States, overseeing approximately $5.7 billion in assets under management (AUM). Serving around 3,000 households nationwide, Grimes is committed to a thoughtful, high-touch approach to financial planning and investment management. With a solid reputation for centralized planning, the firm has consistently prioritized personalized service, enabling it to foster enduring client relationships and drive steady growth.

Founded by Timothy Grimes and currently led by his son Kevin Grimes, the firm has expanded its reach beyond New England, now operating in Massachusetts, Texas, Florida, and Nebraska. Grimes has achieved recognition among prestigious lists, such as Barron’s Magazine's Top 100 Independent Advisors and Financial Advisor Magazine’s Top Independent RIA Firms, reflecting its dedication to client-focused strategies and exceptional service.

Industry Overview

The wealth management industry in the United States has seen significant transformations in recent years, with an increasing shift towards personalized financial solutions tailored to individual cli