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ROGERS CONSULTING ASSOCIATES, INC.

Advisory

ST. LOUIS, MO

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in MO
#269
of 342 advisers by AUM
Average account
$2M
across 63 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$95M
Discretionary %
100%
Clients
42
Employees
3

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$95M
Discretionary AUM$95M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

DEW WEALTH STRATEGIES, LLC
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$95M
-34.4% 1Y
ITI FINANCIAL MANAGEMENT, L.L.C.
SPRINGFIELD, MO
$96M
BUSH O'DONNELL INVESTMENT ADVISORS, INC
ST LOUIS, MO
$93M
-42.2% 1Y
BISON FINANCIAL GROUP, LLC
CREVE COEUR, MO
$96M
B & B FINANCIAL PLANNING CO., INC.
O'FALLON, MO
$93M
4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC
CREVE COEUR, MO
$98M

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