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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 Brothers, Inc. (swap one in):+ Holt Capital Partners, L.p. $1.09B · Fort Worth, TX+ The Joseph Group Capital Management $1.09B · Columbus, OH+ Barton Investment Management, LLC $984.7M · W. Conshohocken, PA+ Aufman Associates Inc $971.5M · Sewickley, PA
Harmony, PA
Lugano - Ticino
Honolulu, HI
Assets under management$1.04B$1.09B$985.5M
Asset growth, last 2 years+24%+10%+62%
Advisory staff9910
Individual clients495300411
Assets per client$2.1M$3.6M$2.4M
Clients per advisor553341
Main custodianRBCBanca Julius Baer ZurigoSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio9–9

From each firm's latest Form ADV (Jun 2026, Aug 2026, Apr 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 Brothers, Inc.LfaThe Rice Partnership, LLC
CRM
HubSpot–Uses it–

Custodians on Form ADV: Rodgers Brothers, Inc.: RBC, Schwab · Lfa: Banca Julius Baer Zurigo, Bank of America, N.a. · The Rice Partnership, LLC: Schwab