We are excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, has been ranked #11 on AdvisorHub’s 2026 “50 Next Gen Advisors to Watch” list.
The recognition is part of AdvisorHub’s annual “Advisors to Watch” rankings, which recognizes 1,000 advisors and advisory teams across several categories nationwide. According to AdvisorHub’s published methodology, the Next Gen category highlights accomplished advisors under age 45 who are leading growing and well-established practices. This year’s rankings were especially competitive, with finalists selected from a deep pool of accomplished advisors and teams nationwide based on criteria including practice sophistication, business growth, professionalism, and client service.
As R.W. Rogé & Company approaches its 40th anniversary, this recognition marks an exciting milestone for the firm’s next generation of leadership. Since becoming Chief Executive Officer, Steven has continued to build on the foundation established by the firm’s founder while helping guide the firm’s continued growth and evolution, expanding its advisory team, and strengthening the long-term relationships that have defined R.W. Rogé & Company for nearly four decades.
“This recognition is certainly an honor, but it’s also a reminder of how fortunate I’ve been throughout my career,” said Rogé. “I’ve had the opportunity to learn from great mentors, work with an exceptional team, and serve clients who have trusted us through some of life’s biggest financial decisions. It’s been incredibly rewarding to help lead a firm that’s approaching its 40th anniversary while continuing to grow, evolve, and serve the needs of our clients. None of that happens in a vacuum, and I’m grateful to everyone who has been part of the journey so far.”
Being named #11 on AdvisorHub’s “50 Next Gen Advisors to Watch” list is a tremendous honor and an exciting milestone for both Steven and our firm. As we celebrate nearly 40 years of serving clients, we’re grateful to everyone who has helped shape our story. Your continued trust and support have been instrumental to our success, and we’re excited for what the future holds.
Click here to view the full list.
For tailored, fee-only guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
Disclosure: AdvisorHub’s 2026 “50 Next Gen Advisors to Watch” ranking is a third-party rating. AdvisorHub’s rankings are based on information provided by participating advisory firms and independent research using criteria established by AdvisorHub, including factors such as practice sophistication, business growth, professionalism, and client service. The ranking should not be construed as an endorsement of R.W. Rogé & Company, Inc. or Steven M. Rogé by any client, nor is it indicative of any client’s future experience or investment success. No ranking or recognition should be interpreted as a guarantee of future performance or results. R.W. Rogé & Company did not provide compensation to AdvisorHub in exchange for this ranking.
