DBA: ROFFMAN MILLER ASSOCIATES INC
| Total AUM | $3.20B |
| Discretionary | $3.17B99% of AUM |
| Non-Discretionary | $31.9M |
| Client Accounts | 1,599 |
| Avg Account Size | $2.0M |
| Employees | 15 |
| Peak AUM | $3.20BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.2B | +10.5% | +14.7% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $3.20B |
| Discretionary | $3.17B |
| Employees | 15 |
| Client Accounts | 1599 |
| Client Range | 101-250 |
Address
1835 MARKET STREET
PHILADELPHIA PA 19103
Phone
215-981-1030
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.2B
99.0% of AUM
Non-Discretionary
$32M
1.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +13.6% /yrover 25 yrs · 48 filings |
Total AUM
$3.2B
| $3.2B |
| +10.5% |
| +14.8% |
| +10.7% |
| Non-Disc. AUM | $32M | +10.1% | +5.8% | +3.7% |
| Total Accounts | 2k | +2.3% | +4.4% | +5.0% |
| Avg Account Size | $2M | +8.0% | +9.8% | +5.3% |
| Employees | 15 | 0.0% | +10.6% | +8.4% |
| AUM / Employee | $213M | +10.5% | +3.7% | +2.0% |
Client AUM Segments | |||||
| Wealth AUM | $3.1B | +10.8% | +13.5% | +9.9% | |
| Institutional AUM | $109M | +1.7% | +210.0% | +96.2% | |
Client Count Segments | |||||
| HNW Clients | 466 | +0.6% | 3.5% | +1.0% | |
| Individuals | 1k | +3.2% | +8.7% | +7.1% | |