A complete list of active advisors currently associated with Rogan & Associates
Warmer can help you find a great advisor at Rogan & Associates or one who fits your needs even better.
Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm manages approximately $709.6 million on a discretionary basis and typically charges asset‑based (percentage‑of‑AUM) advisory fees while offering access to third‑party managers and a firm‑sponsored wrap fee program. The firm follows a primarily long‑term, asset‑allocation and diversification‑focused approach, tailoring portfolios to each client's objectives, risk tolerance, and planning information and using mutual funds, ETFs, UITs, individual securities, and insurance products where appropriate. R&A conducts formal account reviews at least annually, monitors portfolios for changes in circumstances, and may recommend transitioning legacy brokerage products to advisory accounts or recommending unaffiliated managers when suitable. Several aspects distinguish R&A from many team firms: it is a licensed insurance agency and some Planners may receive commissions or revenue‑sharing for insurance and certain product relationships (the firm generally does not charge an advisory fee on insurance products for which it receives compensation). The firm also sponsors a wrap fee program, retains planners who service legacy non‑advisory brokerage products, recently withdrew its broker‑dealer registration to operate solely as an investment adviser, and discloses specific conflict‑mitigation steps such as prohibiting client investment in a mutual fund family associated with firm leadership.
To learn more about the advisors currently working at Rogan & Associates, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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