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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 Rogan & Associates (swap one in):+ Qtr Family Wealth, LLC $749.3M · Lake Mary, FL+ Dudley & Shanley, Inc. $746.8M · Palm Beach, FL+ Integral Wealth Management $673.9M · Turlock, CA+ Garden State Investment Advisory Services, LLC $673.8M · Red Bank, NJ
Safety Harbor, FL
Boca Raton, FL
Saint Petersburg, FL
Assets under management$709.6M$747.7M$755.6M
Asset growth, last 2 years+21%+23%+54%
Advisory staff921
Individual clients1,48146132
Assets per client$479K$16.3M$5.7M
Clients per advisor16523132
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232023
Tools in their stack124
People on Advicer.bio821

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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, LLCLighthouse Financial
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses itUses it

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