Rodgers & Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.6B in regulatory assets under management, 21 employee, and 3,544 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
549
2
Individuals
44.6%
445
3
Charitable
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 30, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts3,544
10Y AUM Change+$907M (+125.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee47:1
10Y Employee Change+7 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.