D.b. Root & Company, LLC

D.b. Root & Company, LLC (CRD# 188512) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $338,817,284 in 1,992 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $170,089
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.

FL, MI, NC, NE, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at D.b. Root & Company, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Richard R. Applegate
CRD#: 821789
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
96
Wealthminder
score

Richard Applegate (CRD# 821789) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 34 years of experience in the finance industry. Richard Applegate 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
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 D.b. Root & Company, LLC in Pittsburgh, PA and has over 7 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.

3
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 D.b. Root & Company, LLC in Pittsburgh, PA and has over 20 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.

4
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 D.b. Root & Company, LLC in Pittsburgh, PA and has over 23 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.

5
Nancy I. Kunz
CRD#: 1035821
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
96
Wealthminder
score

Nancy Kunz (CRD# 1035821) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 35 years of experience in the finance industry. Nancy Kunz 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
Paul M. Abendroth
CRD#: 2146399
811 Madison Ave., 7th Fl, Toledo, OH 43604
93
Wealthminder
score

Paul Abendroth (CRD# 2146399) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Toledo, OH and has over 26 years of experience in the finance industry.

7
Ryan N. Borucki
CRD#: 5758555
811 Madison Ave, 7th Floor, Toledo, OH 43604
93
Wealthminder
score

Ryan Borucki (CRD# 5758555) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Toledo, OH and has over 8 years of experience in the finance industry.

8
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 D.b. Root & Company, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry.

9
Adam M. Souply
CRD#: 6404741
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
90
Wealthminder
score

Adam Souply (CRD# 6404741) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry.

10
Alexander J. Papson
CRD#: 6525779
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
87
Wealthminder
score

Alexander Papson (CRD# 6525779) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.