Roof Advisory Group, Inc. Receives Top Nationwide Status More Times Than Any Other

Posted On On: November 3, 2017 Categories Filed Under: Member News

Roof Advisory Group, Inc. has been singled out more times than any other firm across the United State as a nationwide leader in the Investment Adviser Industry at the 2017 Best Practices Workshop & Awards. Not only was firm founder, Jeffery Roof invited to be among three panelists for the “The Best Practices of the Best Practices” workshop presentation but the firm was also a winner of the InvestmentNews Best Practices Awards. It was one of only twenty-one investment advisory firms nationwide to receive this recognition by InvestmentNews, the leading national industry publication.  “This exclusive workshop and awards program is for the industry’s truly elite firms,” explains InvestmentNews.

To be selected as a winner, the firm first had to rank in the top 25% of the over 700 firms participating nationally in the 2017 Adviser Technology Study as well as the 2017 Compensation and Staffing Study.  This group then participates in interviews conducted by the Best Practices Committee to determine the award recipient, which was announced on Oct 17, 2017 at The Colonnade Hotel in Boston Mass.  “No firm has been singled out for this award more times than Roof Advisory Group,” Matt Sirinides, Senior Research Analyst with InvestmentNews.

Mark Bruno, associate publisher at InvestmentNews, noted that the winning firms should be considered leaders and role models for fellow industry members. “The Best Practices winners are some of the most strategic and successful firms in the advice business,” said Mark Bruno, associate publisher at InvestmentNews and head of InvestmentNews Research. “Their leaders have a clear plan and vision for growing their firms and managing elite organizations. Acknowledging their accomplishments and telling their stories will help educate, inform and influence the growth of the overall industry.”

“Roof Advisory Group has built a national reputation as a top-tier investment advisory firm and is honored to receive this prestigious recognition among an elite group of peers,” stated Jeffrey Roof, firm president and CEO.  “More importantly, it again confirms that our firm’s ongoing focus on professional excellence provides notable benefits to our valued clientele.”


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 received nearly 30 recognitions 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.