The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

27. Roffman Miller Wealth Management

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Roffman Miller Wealth Management, based in Philadelphia, is ranked No. 27 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $3.2 billion
Accounts Under Management: 1,610
Years in Business: 35

  • Accepts clients in all 50 states
  • Physical offices in Pennsylvania
  • $1 million minimum asset threshold

Leadership and Contact Information:
Robert Hofmann, president
Mark Frombach, chief investment officer
Paulette Greenwell, vice president

roffmanmiller.com
835 Market St., Philadelphia, PA 19103
(215) 981-1030

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