The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

29. Roffman Miller Associates

The investment professionals at Rothman Miller Associates believe that the most effective method for enhancing wealth is through long-term investing. Recognizing that individuals have varying goals, obligations and risk factors, the firm carefully listens and takes a personalized approach to its clients with investments that include individual equities and bonds.

Total AUM: $1.40B+

Years in Business: 28

Accounts Under Management: 1,131

Principals:

Robert Miller, Founder & Chairman

Robert Hofmann, President & Investment Manager

Contact:

roffmanmiller.com

1835 Market Street, Suite 500, Philadelphia, PA 19103

(215) 981-1030