Roof Advisory Group, Inc. has been ranked among the more than 700 nationwide Registered Investment Advisor (RIA) firms in Financial Advisor magazine’s 2018 annual survey and ranking. This list represents the premier industry ranking of independent RIA growth. Roof Advisory Group was ranked in the top 20 of its asset class. The rankings are based on percentage growth in assets from the previous calendar year.
According to the March 2018 Independent Advisor Sophomore Study from Charles Schwab, “that ability to serve clients better is one of the reasons advisors moving from a brokerage firm to the RIA channel end up happier and wealthier.” Roof Advisory Group’s role as a Registered Investment Advisor means that there is a fiduciary obligation to keep client investment needs as its top priority.
“Integrity and reputation are values that are critical differentiators for us,” said Jeff Roof, the firm’s CEO and President. “These have always been integral parts of our corporate culture, and our fee-only structure provides clients with the transparency that assures them that their needs are number one.”
RIA Survey and Ranking was published July 2018 by the Financial Advisor Magazine.
Roof Advisory Group is a fee-only, independent, Registered Investment Advisor located in Harrisburg, PA and serving clients across the USA for almost 20 years. The sole mission of the firm is delivering objective investment management and financial advice on a fee-only basis. Roof Advisory Group has been recognized more than 30 times from national honors such as Top Wealth Managers, Top Performing Firm, to local Reader’s Choice and Simply the Best. When you’re serious about managing your money®, contact Roof Advisory Group.