A complete list of active advisors currently associated with D.B. Root & Company, LLC
Warmer can help you find a great advisor at D.B. Root & Company, LLC or one who fits your needs even better.
D. B. Root & Company provides financial planning, discretionary portfolio management, wealth management and investment consulting to individuals as well as institutional clients, including employer‑sponsored retirement plans, non-profits, endowments and foundations. The firm reports approximately $952 million in discretionary assets under management and advises on over $11 billion in assets under advisement, and serves clients through a multi‑advisor team structure. DBR typically constructs client portfolios by allocating among mutual funds, ETFs, individual debt and equity securities and independent managers, using both risk‑based and outcomes‑based asset allocation and a mix of fundamental, quantitative and qualitative analysis. The firm tailors portfolios to client objectives, monitors accounts on an ongoing basis, employs model allocations overseen by an investment committee, and uses a third‑party platform to manage held‑away retirement plan participant accounts with discretionary rebalancing. Compared with many multi‑team advisers, DBR discloses that certain Supervised Persons are licensed insurance agents and that the firm earns commissions from insurance product sales, and it documents its role as an ERISA fiduciary when providing discretionary retirement plan services. The brochure also notes aspects of the firm’s marketing and client outreach — including disclosure of predecessor performance and use of testimonials — alongside its institutional consulting and plan‑sponsor services, features that are less common among peers.
To learn more about the advisors currently working at D.B. Root & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse D.B. Root & Company, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)