A complete list of active advisors currently associated with Rhodes Investment Advisors, Inc.

Warmer can help you find a great advisor at Rhodes Investment Advisors, Inc. or one who fits your needs even better.

Rhodes Investment Advisors, Inc. serves individuals, trusts, estates and retirement plans, offering portfolio management, financial planning, consulting and third‑party manager selection. Portfolios may include individual stocks and bonds, options, ETFs, mutual funds and cash, and the firm also provides standalone consultation and written financial plans. The firm manages accounts on both discretionary and non‑discretionary bases and describes an ongoing process of defining objectives, implementing strategies and monitoring portfolios; as of 04/30/2025 it reported $185,147,124 in discretionary AUM and $108,666,451 in non‑discretionary AUM. Rhodes uses charting, fundamental and technical analysis and may recommend third‑party managers (currently Green Investment Management, Inc.) when a manager’s style better fits a client’s goals. Rhodes discloses a range of broker‑dealer and insurance affiliations that distinguish its business mix from many peers: it is affiliated with Rhodes Securities, Inc., operates as an insurance agency, and states that commission‑based transactions comprise a large share of the combined business (about 65%) while insurance sales account for roughly 25% of firm activity. The brochure also details clearing and revenue‑sharing arrangements with First Clearing/Wells Fargo Clearing Services (including shared transaction charges, margin interest, mutual fund trails and sweep interest), which the firm identifies as potential conflicts of interest for clients to consider.

To learn more about the advisors currently working at Rhodes Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.