D.B. Root & Company, LLC
Pittsburgh, PA·SEC-registered · CRD #188512
D.B. Root & Company, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA managing $952M across 2.7k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$952M
Client accounts
2.7k
Advisory staff
15
Fee model
Fee-based
How D.B. Root & Company, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about D.B. Root & Company, LLC
How much does D.B. Root & Company, LLC manage?
Per its most recent SEC Form ADV filing (06/25/2026), D.B. Root & Company, LLC reports $952M in regulatory assets under management across roughly 2.7k client accounts.
How does D.B. Root & Company, LLC charge?
D.B. Root & Company, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is D.B. Root & Company, LLC a fiduciary?
Yes. D.B. Root & Company, LLC is registered with the U.S. Securities and Exchange Commission (CRD #188512), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is D.B. Root & Company, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks D.B. Root & Company, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Pittsburgh, PA
Profile compiled from D.B. Root & Company, LLC's public SEC Form ADV filing (CRD #188512, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of D.B. Root & Company, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with D.B. Root & Company, LLC? Claim this profile.