ROFFMAN MILLER ASSOCIATES INC

Overview

Roffman Miller Associates Inc is an independent registered investment adviser that serves individuals and families with a fee-based model tied to assets under management. The firm’s core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity is tilted heavily toward publicly traded equities — the firm lists exchange-traded equities as its primary asset type and shows a marked preference for equity exposure in client portfolios. Roffman Miller is not positioned as a capital allocator running proprietary alternative funds; instead it relies on external managers where it uses alternatives. The firm is not an active ESG investor and is structured as an owner-operated corporation that has been SEC-registered since 1991. The firm has been recognized by outside outlets, appearing on CNBC’s Top 100 Financial Advisory Firms list in multiple years, reflecting sustained visibility in the independent-adviser space.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices