RHOTOPIA FINANCIAL ADVISORS

RHOTOPIA FINANCIAL ADVISORS of MILTON, MA is an SEC-registered investment adviser (CRD 330618). Regulatory assets under management: $15.5M.

Registration

• CRD: 330618
• Type: Registered investment adviser
• Location: 2 GRANITE AVE, MILTON, MA, 02186
• Phone: 617-690-3878
• Latest filing: 2026-06-23
• Regulatory AUM: $15.5M
• Non-discretionary AUM: $15.5M
• Clients: 12
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search