Db Root & Company, Inc.

Db Root & Company, Inc. (CRD# 188512) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $309,523,628 in 2,011 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    2,011
    ACCOUNTS
  • Average Account Value
    $153,915
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, MI, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at Db Root & Company, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Michael J. Aroesty
CRD#: 5692113
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
96
Wealthminder
score

Michael Aroesty (CRD# 5692113) is an Investment Advisor Representative working at Db Root & Company, Inc. in Pittsburgh, PA and has over 6 years of experience in the finance industry. Michael Aroesty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Hoffmann
CRD#: 2946293
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
96
Wealthminder
score

David Hoffmann (CRD# 2946293) is an Investment Advisor Representative working at Db Root & Company, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry. David Hoffmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven M. Kohler
CRD#: 2481078
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
96
Wealthminder
score

Steven Kohler (CRD# 2481078) is an Investment Advisor Representative working at Db Root & Company, Inc. in Pittsburgh, PA and has over 22 years of experience in the finance industry. Steven Kohler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Charles J. Stout
CRD#: 1506434
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
93
Wealthminder
score

Charles Stout (CRD# 1506434) is an Investment Advisor Representative working at Db Root & Company, Inc. in Pittsburgh, PA and has over 27 years of experience in the finance industry.

5
David B. Root
CRD#: 1270361
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
86
Wealthminder
score

David Root (CRD# 1270361) is an Investment Advisor Representative working at Db Root & Company, Inc. in Pittsburgh, PA and has over 31 years of experience in the finance industry. David Root has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeremy L. Suschak
CRD#: 5377387
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
84
Wealthminder
score

Jeremy Suschak (CRD# 5377387) is an Investment Advisor Representative working at Db Root & Company, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry. Jeremy Suschak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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