A complete list of active advisors currently associated with Rogers Investment Advisors, LLC

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

Rogers Investment Advisors, LLC is a state-registered, single-advisor investment adviser that provides investment management, pension plan consulting, financial planning, tax preparation and administrative/bookkeeping and bill‑payment services. The firm reports approximately $70.6 million in discretionary assets under management for a small number of clients, including individuals, trusts, endowments and pension plans. RIA generally pursues a highly diversified investment approach that can include domestic and international equities, fixed income, mutual funds, ETFs, separately managed accounts and—if requested—real estate and private loans, and it may use derivatives, futures and other commodity interests as part of its strategies. The firm offers both discretionary portfolio management and non‑discretionary consulting (notably for pension plans), conducts regular performance reviews and monitors Independent Managers when they are engaged. Distinctive features in the brochure include an explicit pension‑consulting role in which RIA may act as a co‑fiduciary, prepare and monitor investment policy statements and advise plan sponsors and committees, and the firm’s willingness to work with institutional clients in addition to individual accounts. The brochure also discloses potential use of commodity interests and derivatives while noting RIA is not registered as a commodity pool operator or trading adviser and describes in‑house tax preparation and bill‑payment/bookkeeping services, a combination of activities that is less common for a solo independent adviser.

To learn more about the advisors currently working at Rogers Investment Advisors, LLC, 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.

Name	Location	Years of experience
Timothy Rogers	Palo Alto, CA	21

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support