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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):+ Argent Advisors, Inc. $1.71B · Ruston, LA+ 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
Philadelphia, PA
Assets under management$1.63B$1.74B$1.79B
Asset growth, last 2 years+22%+37%+13%
Advisory staff10135
Individual clients994775240
Assets per client$1.6M$2.2M$7.5M
Clients per advisor996048
Main custodianSchwabFidelitySEI
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack36–
People on Advicer.bio12117

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 AdvisorsMitchell Sinkler & Starr
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 · Mitchell Sinkler & Starr: SEI, Schwab, U.S. Bank