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Duran, Joe
CEO and Managing Partner
Rise Growth Partners
Advisor Support Platforms
Luminaries 2026 Impact Statement
Joe Duran, CEO and Managing Partner of Rise Growth Partners, proves that growth capital and advisor independence are not in conflict, they are complementary. Under his leadership, Rise has completed four strategic minority investments in RIAs collectively managing more than about $29 billion in AUM. Joe's greatest achievement during this period is the transformation of OnePoint BFG Wealth Partners; growing from $12 billion to more than $16 billion in AUM under Rise's partnership, executing three acquisitions totaling about $3.1 billion in AUM and transitioning more than 80% of its assets to a W2 equity model. These results reflect the power of Joe's conviction that the best way to support a great firm is to work alongside its leadership, not above it.
