Rodgers & Associates, LLC
● SEC registered since 2003CRD 121700SEC# 801-62118Lancaster, PA
Reg. AUM
$1.63B
Employees
21
Accounts
3,544
Location
Lancaster, PA
Rodgers & Associates, LLC assets under management
Rodgers & Associates, LLC is an SEC-registered investment adviser based in Lancaster, PA. The firm has been registered since 2003. It reports $1.6 billion in regulatory assets under management and employs 21 people.
Rodgers & Associates, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2024 |
| Sandra Horst Skrodinsky Control | President, Chief Compliance Officer | Under 5% | 2024 |
| Susan Lee Connors Control | Director Of Operations | Under 5% | 2024 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rodgers & Associates, LLC manage?
Rodgers & Associates, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Rodgers & Associates, LLC have?
Rodgers & Associates, LLC reports 21 employees.
Where is Rodgers & Associates, LLC located?
Rodgers & Associates, LLC is based in Lancaster, PA and has been SEC-registered since 2003.
Does Rodgers & Associates, LLC disclose fund performance?
Rodgers & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2025 Lititz Pike, Lancaster, PA 17601 |
| Phone | 717-560-3800 |
| Office hours | Monday - Thursday 8:00 a.m. - 5:00 p.m., Friday 8:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1846515 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.63B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.63Bregulatory AUM
Discretionary $1.63B