Ryan Crooks
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
Ryan Crooks is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania. Ryan focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| SEC registration | Investment adviser representative in PA · CRD 3199889 |
| Exams passed | Series 63 (1999) · Series 65 (2008) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
How Ryan's firm compares
- Roffman Miller Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 1,599 accounts).
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Questions about Ryan
Is Ryan Crooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ryan Crooks based?
Ryan Crooks is based in Philadelphia, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include retirement planning and family wealth transfer. Ryan works with pre-retirees, retirees and multi-generational families.
Is Ryan Crooks registered with the SEC?
Yes. Ryan Crooks is registered as an investment adviser representative in PA (CRD 3199889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact Ryan Crooks?
Through Ryan's website, www.roffmanmiller.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Roffman Miller Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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