Rodgers & Associates
Lancaster, PA·SEC-registered · CRD #121700
Rodgers & Associates is an SEC-registered investment advisory firm in Lancaster, PA managing $1.6B across 3.5k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
3.5k
Advisory staff
10
Fee model
Fee-based
How Rodgers & Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rodgers & Associates
How much does Rodgers & Associates manage?
Per its most recent SEC Form ADV filing (03/30/2026), Rodgers & Associates reports $1.6B in regulatory assets under management across roughly 3.5k client accounts.
How does Rodgers & Associates charge?
Rodgers & Associates is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rodgers & Associates a fiduciary?
Yes. Rodgers & Associates is registered with the U.S. Securities and Exchange Commission (CRD #121700), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rodgers & Associates taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rodgers & Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Rodgers & Associates's public SEC Form ADV filing (CRD #121700, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rodgers & Associates. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rodgers & Associates? Claim this profile.