Rhotopia Financial Advisors

Overview

Rhotopia Financial Advisors is an independent RIA organized as an LLC and registered in Massachusetts. Owned by an individual principal, the firm focuses on serving individual and family clients with a mix of fee models (percentage of AUM, hourly and fixed fees) and also operates as an insurance broker. Advisory services include financial planning and portfolio management for individuals, small businesses and institutional/business clients. The firm does not position itself as an ESG investor and is not described as a multi-state or capital-allocating adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices