The Scottsdale, Arizona team, overseeing approximately $250 million in client assets, joins RFP from LPL Financial for a platform built from the ground up around AI
CHICAGO, Oct. 19, 2026 /PRNewswire/ — Rothschild Financial Partners (“RFP”), the wealth management firm formed by Rothschild Wealth Partners and Singularity Financial Partners, today announced that Alpha Rising Wealth Management has joined the firm. Based in Scottsdale, Arizona, Alpha Rising oversees approximately $250 million in client assets and joins RFP from LPL Financial.
Alpha Rising was founded by Dustin Lester and grew into the firm it is today through the shared leadership of Dustin Lester and Jeremiah Butout. Both join Rothschild Financial Partners as Managing Directors and Partners. The team serves individuals, families and business owners with a focus on long-term, relationship-driven financial planning and investment management.
“Choosing where to serve my clients for the next decade was the most important decision I could make, and I needed a firm that truly invests in its clients through its investment platform, technology infrastructure and security,” said Dustin Lester, Managing Director & Partner, Rothschild Financial Partners. “RFP is that firm.”
Jeremiah Butout, also a Managing Director & Partner, added, “Dustin and I share the same vision. As a truly independent firm, RFP gives us far more investment options for our clients, an enhanced planning team and real help with estate planning. And collaborating and sharing ideas with the Rothschild team every day is great. I get to keep the autonomy to run my practice but gain a deep bench of experts. I am excited for both myself and my clients.”
Three partner firms have joined Rothschild Financial Partners over the past two months.
“Dustin and Jeremiah have built a practice around exactly the kind of long-term client relationships we look for in a partner firm. Their move from LPL into RFP is a strong vote of confidence in the platform we’ve built,” said Mac O’Brien, Chief Growth Officer, Rothschild Financial Partners.
A Platform Built for What’s Next
Alpha Rising joins at a pivotal moment for RFP.
“Most of the industry is retrofitting AI onto platforms designed twenty years ago. We built Rothschild Financial Partners as a new firm so the technology could be designed around AI from the first line of code: real-time insight into every client account, an integrated bench of estate, tax, insurance, succession and retirement specialists, and a level of personalization a bolted-on system wasn’t built to deliver. Dustin and Jeremiah are exactly the advisors that platform was built for, and their clients will feel the difference quickly,” said Michael Roth, CEO of Rothschild Financial Partners.
It is a rare combination: the security and trust of a 118-year-old institution, paired with technology built from scratch for the way wealth management works now.
For Alpha Rising’s clients, that means the same advisors they have always trusted, now backed by a dramatically more capable platform.
About Rothschild Financial Partners
Rothschild Financial Partners is a registered investment adviser with 118 years of institutional history behind it, operational infrastructure for RIAs inside it, and ownership in the hands of its partners: Rothschild Wealth Partners, Singularity Financial Partners and the advisors who join.
About Rothschild Wealth Partners
Rothschild Wealth Partners is a Chicago-based wealth management firm whose roots trace to Rothschild Investment Corporation, founded in Chicago in 1908 by Monroe Rothschild. The firm advises on more than $10 billion in combined enterprise wide assets and is owned by its clients, advisors and executives.
About Singularity Financial Partners
Singularity Financial Partners is the operations and infrastructure for RIAs. Headquartered in Henderson, Nevada, Singularity comes in alongside the principals of established RIAs and operates the firm with them, strengthening operations, technology, talent and growth.
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SOURCE Rothschild Wealth Partners
