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ROFFMAN MILLER ASSOCIATES INC
Legal name: ROFFMAN MILLLER ASSOCIATES INC
CRD 106019File 801-38491
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.20B
Top 25% of cohort (national)
Discretionary AUM
$3.17B
Non-discretionary $31.9M
Clients
1,598
1,599 accounts
Employees
15
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 22, 1991
- Principal office
- 1835 MARKET STREET, SUITE 500, PHILADELPHIA, PA, 19103
- Phone
- 215-981-1030
- Website
- HTTP://WWW.ROFFMANMILLER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.20B
- Discretionary AUM
- $3.17B
- Non-discretionary AUM
- $31.9M
- Discretionary accounts
- 1,588
- Non-discretionary accounts
- 11
- Total accounts
- 1,599
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $108.8M |
| High net worth individuals | 1,132 | $2.90B |
| Individuals (other than high net worth individuals) | 466 | $187.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.