RODGERS & ASSOCIATES, LLC
Legal name: RODGERS & ASSOCIATES
CRD #121700 SEC #801-62118 LANCASTER, PA 717-560-3800
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
19
Clients
--
Accounts
3,378
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.5B | $0 | 19 | 0 |
| Jul 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Jun 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Aug 2023 | $1.2B | $1.2B | $0 | 18 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 18 | 0 |
| Oct 2022 | $1.4B | $1.4B | $0 | 18 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 18 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 16 | 0 |
| Dec 2020 | $1.1B | $1.1B | $0 | 19 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 19 | 0 |
| Sep 2019 | $862.6M | $862.6M | $0 | 15 | 0 |
| Mar 2019 | $862.6M | $862.6M | $0 | 15 | 0 |
| Mar 2018 | $874.5M | $874.5M | $0 | 14 | 0 |
| Mar 2017 | $723.5M | $710.7M | $12.8M | 14 | 800 |
| Feb 2017 | $643.7M | $627.7M | $16M | 12 | 700 |
| Jan 2017 | $643.7M | $627.7M | $16M | 12 | 700 |
| Feb 2016 | $643.7M | $627.7M | $16M | 12 | 700 |
| Feb 2015 | $603.2M | $585.8M | $17.4M | 10 | 500 |
| Mar 2014 | $542.1M | $525.5M | $16.7M | 10 | 600 |
| Feb 2014 | $542.1M | $525.5M | $16.7M | 10 | 600 |
| Aug 2013 | $413.3M | $399.5M | $13.8M | 10 | 500 |
| Mar 2013 | $413.3M | $399.5M | $13.8M | 10 | 500 |
| Jun 2012 | $354.1M | $337.6M | $16.4M | 6 | 500 |
| Apr 2012 | $354.1M | $337.6M | $16.4M | 6 | 500 |
| Mar 2012 | $354.1M | $337.6M | $16.4M | 6 | 500 |
| Dec 2011 | $340.4M | $322.2M | $18.2M | 6 | 500 |
| Aug 2011 | $340.4M | $322.2M | $18.2M | 10 | -- |
| Jul 2011 | $340.4M | $322.2M | $18.2M | 10 | -- |
| Mar 2011 | $340.4M | $322.2M | $18.2M | 10 | -- |
| Dec 2010 | $280.4M | $261.3M | $19.1M | 10 | -- |
| Jul 2010 | $280.4M | $261.3M | $19.1M | 10 | -- |
| May 2010 | $280.4M | $261.3M | $19.1M | 10 | -- |
| Oct 2009 | $220.6M | $202.9M | $17.7M | 10 | -- |
| Jan 2008 | $294.7M | $271.5M | $23.2M | 5 | -- |
| Nov 2007 | $254.4M | $229.4M | $25M | 5 | -- |
| Jan 2007 | $254.4M | $229.4M | $25M | 5 | -- |
| Jan 2007 | $254.4M | $229.4M | $25M | 5 | -- |
| Jan 2007 | $215.4M | $198.2M | $17.1M | 5 | -- |
| Jan 2006 | $191.4M | $169.9M | $21.5M | 5 | -- |
| Jan 2006 | $191.4M | $169.9M | $21.5M | 5 | -- |
| Jan 2006 | $191.4M | $169.9M | $21.5M | 5 | -- |
| Jun 2005 | $91.7M | $65.2M | $26.4M | 5 | -- |
| Feb 2005 | $91.7M | $65.2M | $26.4M | 5 | -- |
| Jul 2004 | $91.7M | $65.2M | $26.4M | 5 | -- |
| Apr 2004 | $83.9M | $56.7M | $27.2M | 5 | -- |
| Oct 2003 | $42.8M | $27.3M | $15.5M | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateJul 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateOct 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateSep 2019
Total AUM$862.6M
Discretionary$862.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$862.6M
Discretionary$862.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$874.5M
Discretionary$874.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$723.5M
Discretionary$710.7M
Non-Disc.$12.8M
Employees14
Clients800
DateFeb 2017
Total AUM$643.7M
Discretionary$627.7M
Non-Disc.$16M
Employees12
Clients700
DateJan 2017
Total AUM$643.7M
Discretionary$627.7M
Non-Disc.$16M
Employees12
Clients700
DateFeb 2016
Total AUM$643.7M
Discretionary$627.7M
Non-Disc.$16M
Employees12
Clients700
DateFeb 2015
Total AUM$603.2M
Discretionary$585.8M
Non-Disc.$17.4M
Employees10
Clients500
DateMar 2014
Total AUM$542.1M
Discretionary$525.5M
Non-Disc.$16.7M
Employees10
Clients600
DateFeb 2014
Total AUM$542.1M
Discretionary$525.5M
Non-Disc.$16.7M
Employees10
Clients600
DateAug 2013
Total AUM$413.3M
Discretionary$399.5M
Non-Disc.$13.8M
Employees10
Clients500
DateMar 2013
Total AUM$413.3M
Discretionary$399.5M
Non-Disc.$13.8M
Employees10
Clients500
DateJun 2012
Total AUM$354.1M
Discretionary$337.6M
Non-Disc.$16.4M
Employees6
Clients500
DateApr 2012
Total AUM$354.1M
Discretionary$337.6M
Non-Disc.$16.4M
Employees6
Clients500
DateMar 2012
Total AUM$354.1M
Discretionary$337.6M
Non-Disc.$16.4M
Employees6
Clients500
DateDec 2011
Total AUM$340.4M
Discretionary$322.2M
Non-Disc.$18.2M
Employees6
Clients500
DateAug 2011
Total AUM$340.4M
Discretionary$322.2M
Non-Disc.$18.2M
Employees10
Clients--
DateJul 2011
Total AUM$340.4M
Discretionary$322.2M
Non-Disc.$18.2M
Employees10
Clients--
DateMar 2011
Total AUM$340.4M
Discretionary$322.2M
Non-Disc.$18.2M
Employees10
Clients--
DateDec 2010
Total AUM$280.4M
Discretionary$261.3M
Non-Disc.$19.1M
Employees10
Clients--
DateJul 2010
Total AUM$280.4M
Discretionary$261.3M
Non-Disc.$19.1M
Employees10
Clients--
DateMay 2010
Total AUM$280.4M
Discretionary$261.3M
Non-Disc.$19.1M
Employees10
Clients--
DateOct 2009
Total AUM$220.6M
Discretionary$202.9M
Non-Disc.$17.7M
Employees10
Clients--
DateJan 2008
Total AUM$294.7M
Discretionary$271.5M
Non-Disc.$23.2M
Employees5
Clients--
DateNov 2007
Total AUM$254.4M
Discretionary$229.4M
Non-Disc.$25M
Employees5
Clients--
DateJan 2007
Total AUM$254.4M
Discretionary$229.4M
Non-Disc.$25M
Employees5
Clients--
DateJan 2007
Total AUM$254.4M
Discretionary$229.4M
Non-Disc.$25M
Employees5
Clients--
DateJan 2007
Total AUM$215.4M
Discretionary$198.2M
Non-Disc.$17.1M
Employees5
Clients--
DateJan 2006
Total AUM$191.4M
Discretionary$169.9M
Non-Disc.$21.5M
Employees5
Clients--
DateJan 2006
Total AUM$191.4M
Discretionary$169.9M
Non-Disc.$21.5M
Employees5
Clients--
DateJan 2006
Total AUM$191.4M
Discretionary$169.9M
Non-Disc.$21.5M
Employees5
Clients--
DateJun 2005
Total AUM$91.7M
Discretionary$65.2M
Non-Disc.$26.4M
Employees5
Clients--
DateFeb 2005
Total AUM$91.7M
Discretionary$65.2M
Non-Disc.$26.4M
Employees5
Clients--
DateJul 2004
Total AUM$91.7M
Discretionary$65.2M
Non-Disc.$26.4M
Employees5
Clients--
DateApr 2004
Total AUM$83.9M
Discretionary$56.7M
Non-Disc.$27.2M
Employees5
Clients--
DateOct 2003
Total AUM$42.8M
Discretionary$27.3M
Non-Disc.$15.5M
Employees5
Clients--