A complete list of active advisors currently associated with DB Advisors

Warmer can help you find a great advisor at DB Advisors or one who fits your needs even better.

DB Advisors (DBA) serves individual clients, participants in defined‑contribution retirement plans, trusts, estates, charitable organizations and other institutional or business entities with discretionary and non‑discretionary portfolio management, financial planning and business consulting. As of December 31, 2025, the firm reported about $48.9 million in discretionary assets under management and advises on roughly $15.1 million in additional non‑discretionary assets for a combined total near $64.0 million. The firm builds customized portfolios using asset allocation, diversified exposures to mutual funds and ETFs, and a mix of quantitative and fundamental analysis, leveraging third‑party research (including Morningstar) and, when appropriate, sub‑advisers. DBA offers multiple service models — wealth management, a self‑directed advice offering, retainer arrangements and a third‑party model‑portfolio platform — and monitors portfolios for suitability and rebalancing on a regular schedule. DBA’s brochure discloses several activities that are less common for a team-sized adviser: it advises certain pooled investment vehicles, may serve as a sponsor/general partner through an affiliated capital entity, and may enter performance‑based fee arrangements with qualified pooled‑vehicle investors; the brochure also outlines procedures for mitigating related conflicts and custody arrangements (independent custodians and audited fund financials). The firm is affiliated with an accounting services entity and is a wholly owned subsidiary of a parent company with concentrated ownership, and these affiliations — along with the private‑fund and performance‑fee activities — are presented as separately disclosed services that the firm says it manages through policies, disclosures and compliance procedures.

To learn more about the advisors currently working at DB Advisors, 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.