HARRISBURG, Pa., Nov. 7, 2007 (PRIME NEWSWIRE) -- According to the July/August Wealth Manager magazines' Annual Top Dog Report, titled, Behind the Numbers, Pennsylvania is in the top three geographic centers of wealth when ranked nationally by state.
The growth in wealth management options makes the news even sweeter when the leaders and staff at Roof Advisory Group, Inc. were alerted by editors of the Wealth Manager magazine that Roof Advisory Group is ranked in the 2007 listing of America's top wealth managers.
For seven years, publishers of Wealth Manager have provided rankings of registered investment advisors. A portion of the qualifying criteria includes advisors having at least half of their clients as individuals or high-net-worth individuals as defined by the Securities and Exchange Commission (SEC).
According to Jeffrey Roof, firm founder and president, "We are very honored to have achieved this ranking. While the growth of our firm's assets under management is important to the Wealth Manager magazine ranking, it is our commitment of service to individual clients that drives our success."
Roof Advisory Group is listed with a collective total of more than $100,000,000 under management as of the magazine's December 31, 2006 ranking deadline. Roof Advisory Group is ranked within the twenty-five Pennsylvania-based firms.
Says Roof, "While the Wealth Manager ranking concentrates on individuals, we are experiencing growth in all of the areas under our management including trusts, not-for-profits, foundations and corporations. We're pleased that our clients understand that Roof Advisory Group delivers independent objective investment management as well as financial advice."
Findings in the Wealth Manager ranking stated 94% of the firms in this year's ranking did not exist in 1979. Roof Advisory Group, Inc. was founded in 1998.
According to the Report, rounding out the top three states, California has the greatest number of ranked firms this year with 76 and New York having 28 firms on the list. Big states with affluent cities dominate the list.
Roof Advisory Group, Inc. delivers objective investment management and financial advice on a fee-only basis with a concentration of clients in the northeastern and mid-Atlantic United States. Roof Advisory Group, Inc., founded in 1998, is a Registered Investment Advisor with the United States Securities and Exchange Commission.
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