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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Rodgers & Associates (swap one in):+ Mitchell Sinkler & Starr $1.79B · Philadelphia, PA+ Invictus Private Wealth, LLC $1.71B+ Fiduciary Wealth Partners, LLC $1.54B · Newton Lower Falls, MA+ Alden Capital $1.52B · Wayne, PA
Lancaster, PA
Blue Bell, PA
Ruston, LA
Assets under management$1.63B$1.74B$1.71B
Asset growth, last 2 years+22%+37%+25%
Advisory staff101312
Individual clients9947751,410
Assets per client$1.6M$2.2M$1.2M
Clients per advisor9960118
Main custodianSchwabFidelityArgent Trust Company
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack362
People on Advicer.bio121113

From each firm's latest Form ADV (Mar 2026, Jul 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

1 tool in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolRodgers & AssociatesAmplius Wealth AdvisorsArgent Advisors, Inc.
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses itUses itUses it
Charles SchwabUses itUses it–
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AssetBookUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rodgers & Associates: Schwab, Fidelity · Amplius Wealth Advisors: Fidelity · Argent Advisors, Inc.: Argent Trust Company, Fidelity