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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 Aug 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,560 | 1,598 | increased by38 |
| Apr 1, 2026 | AUM | $2,895,159,684 | $3,198,701,439 | increased by$303,541,755 |
| Apr 1, 2026 | Accounts | 1,563 | 1,599 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 15 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,341 | 1,560 | increased by219 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,327,854,959 | $2,895,159,684 | increased by$567,304,725 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,343 | 1,563 | increased by220 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 1,249 | 1,341 | increased by92 |
| Apr 1, 2022 | AUM | $1,932,222,256 | $2,327,854,959 | increased by$395,632,703 |
| Apr 1, 2022 | Accounts | 1,251 | 1,343 | increased by92 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROFFMAN MILLER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROFFMAN MILLER” may also match similarly-named firms). Confirm identity against each filing.
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.