Roffman Miller Associates Inc.

Roffman Miller Associates Inc. (CRD# 106019) is a financial advisory firm headquartered in Philadelphia, PA. They manage $921,112,063 in 824 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    921
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $1,117,854
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, LA, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Roffman Miller Associates Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kevin J. Cooke
CRD#: 2479603
1835 Market Street, Suite 500, Philadelphia, PA 19103
101
Wealthminder
score

Kevin Cooke (CRD# 2479603) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry. Kevin Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Mark R. Frombach
CRD#: 4001899
1835 Market Street, Suite 500, Philadelphia, PA 19103
96
Wealthminder
score

Mark Frombach (CRD# 4001899) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry.

3
Paulette Greenwell
CRD#: 2703326
1835 Market Street, Suite 500, Philadelphia, PA 19103
96
Wealthminder
score

Paulette Greenwell (CRD# 2703326) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 20 years of experience in the finance industry.

4
Robert T. Hofmann
CRD#: 2542081
1835 Market Street, Suite 500, Philadelphia, PA 19103
96
Wealthminder
score

Robert Hofmann (CRD# 2542081) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 22 years of experience in the finance industry. Robert Hofmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Susan L. Arnold
CRD#: 2775169
1835 Market Street, Suite 500, Philadelphia, PA 19103
93
Wealthminder
score

Susan Arnold (CRD# 2775169) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 20 years of experience in the finance industry.

6
Ryan T. Crooks
CRD#: 3199889
1835 Market Street, Suite 500, Philadelphia, PA 19103
93
Wealthminder
score

Ryan Crooks (CRD# 3199889) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry.

7
Lori A. Hartman
CRD#: 5016984
1835 Market Street, Suite 500, Philadelphia, PA 19103
93
Wealthminder
score

Lori Hartman (CRD# 5016984) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 11 years of experience in the finance industry.

8
Robert P. Miller
CRD#: 722887
Eleven Penn Center, 1835 Market Street, Suite 500, Philadelphia, PA 19103
87
Wealthminder
score

Robert Miller (CRD# 722887) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has 1 year of experience in the finance industry.

9
Frederick T. Schade
CRD#: 2247245
1835 Market Street, Suite 500, Philadelphia, PA 19103
81
Wealthminder
score

Frederick Schade (CRD# 2247245) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.

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