|
⚲
|
| Keyboard |
| Roffman Milller Associates Inc
✚
|
|
|---|---|
| CRD # | 106019 |
| SEC # | 801-38491 |
| CIK # | 0000869367 |
| AUM | 3,198.7 M (2026-03-26) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-981-1030 |
| Address | 1835 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000869367 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 134.4 | ||
| Apple Inc | 132.0 | ||
| Microsoft Corp | 97.1 | ||
| Amphenol Corp /DE/ | 77.6 | ||
| J P Morgan Chase & Co | 74.4 | ||
| Amazon Com Inc | 67.3 | ||
| Johnson & Johnson | 67.1 | ||
| Texas Instruments Inc | 64.0 | ||
| ASML Holding NV | 57.8 | ||
| Intel Corp | 54.7 | ||
| American Express Co | 51.6 | ||
| Home Depot Inc | 47.7 | ||
| Ace Ltd | 44.8 | ||
| Nordson Corp | 43.9 | ||
| Visa Inc | 41.9 | ||
| RPM International Inc/De/ | 41.7 | ||
| Aflac Inc | 40.6 | ||
| McDonalds Corp | 40.1 | ||
| Stryker Corp | 40.1 | ||
| Automatic Data Processing Inc | 36.5 | ||
| PepsiCo Inc | 34.7 | ||
| Ametek INC/ | 33.7 | ||
| General Dynamics Corp | 31.3 | ||
| Merck & Co Inc | 29.4 | ||
| Lilly Eli & Co | 27.9 | ||
| Church & Dwight Co Inc /DE/ | 25.6 | ||
| TJX Companies Inc /DE/ | 24.1 | ||
| Nvidia Corp | 22.5 | ||
| Costco Wholesale Corp /NEW | 22.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 466 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,132 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,588 | 3.2 |
| Non-Discretionary | 11 | 0.0 |
| Total | 1,599 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,599 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000869367] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 5 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 3,669.8 M |
|
Bogart Wealth LLC
✚
|
VA | 3,190.5 M |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2,985.6 M |
|
Berger Financial Group Inc
✚
|
MN | 2,948.9 M |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2,888.3 M |
|
Key Financial Inc
✚
|
PA | 2,839.1 M |
|
Keystone Financial Group LLC
✚
|
KY | 2,338.2 M |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2,198.1 M |
|
SOFI Wealth LLC
✚
|
CA | 2,047.3 M |
|
Armstrong Advisory Group Inc
✚
|
MA | 1,668.2 M |