Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Rogan & Associates (swap one in):+ Qtr Family Wealth, LLC $749.3M · Lake Mary, FL+ Dudley & Shanley, Inc. $746.8M · Palm Beach, FL+ Garden State Investment Advisory Services, LLC $673.8M · Red Bank, NJ+ Cherry Tree Wealth Management, LLC $673.5M · Minnetonka, MN
Safety Harbor, FL
Boca Raton, FL
Turlock, CA
Assets under management$709.6M$747.7M$673.9M
Asset growth, last 2 years+21%+23%+160%
Advisory staff925
Individual clients1,48146444
Assets per client$479K$16.3M$1.5M
Clients per advisor1652389
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack121
People on Advicer.bio825

From each firm's latest Form ADV (May 2026, Mar 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.

ToolRogan & AssociatesFiduciary Family Office, LLCIntegral Wealth Management
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Rogan & Associates: Schwab, Lincoln Financial Securities Corporation · Fiduciary Family Office, LLC: Schwab · Integral Wealth Management: Schwab