RIA Intel›Advisers›Massachusetts›RHOTOPIA FINANCIAL

RHOTOPIA FINANCIAL

Advisory

MILTON, MA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in MA

#1,388

of 1,590 advisers by AUM

Average account

$672K

across 23 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$15M

Discretionary %

0%

Clients

16

Employees

12

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients16

Team

Total Employees12

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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$15M

HARBOR POINT CAPITAL MANAGEMENT, LLC

WOBURN, MA

$16M

GROWTHFOCUS WEALTH MANAGEMENT LLC

$16M

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