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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+ Alden Capital $1.52B · Wayne, PA+ Kintra Wealth, LLC $1.5B · Williamsport, PA
Lancaster, PA
Blue Bell, PA
Newton Lower Falls, MA
Assets under management$1.63B$1.74B$1.54B
Asset growth, last 2 years+22%+37%+17%
Advisory staff10138
Individual clients994775109
Assets per client$1.6M$2.2M$14.2M
Clients per advisor996014
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack36–
People on Advicer.bio12115

From each firm's latest Form ADV (Mar 2026, Jul 2026, Oct 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

0 tools 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 AdvisorsFiduciary Wealth Partners, LLC
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses itUses it–
CRM
HubSpot–Uses 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 · Fiduciary Wealth Partners, LLC: Fidelity