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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
Williamsport, PA
Assets under management$1.63B$1.74B$1.5B
Asset growth, last 2 years+22%+37%+284%
Advisory staff101343
Individual clients9947752,914
Assets per client$1.6M$2.2M$515K
Clients per advisor996068
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20212018
Tools in their stack363
People on Advicer.bio121147

From each firm's latest Form ADV (Mar 2026, Jul 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 AdvisorsKintra Wealth, LLC
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses itUses it–
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)––Uses it
CRM
HubSpot–Uses it–
Digital Marketing
WealthReach–Uses it–
Performance Reporting
AssetBookUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Rodgers & Associates: Schwab, Fidelity · Amplius Wealth Advisors: Fidelity · Kintra Wealth, LLC: Fidelity