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DBR

EST. AUM
$952,367,792

CONTACTS
8

CLIENT ACCOUNTS
2,654

Firm Details

Metro area Pittsburgh
CRD Number 188512
Website dbroot.com
Client types

Overview

DB Root is an RIA based in Pittsburgh with about $8.5B in AUA and $700M in AUM. There's really three parts of their business. In the last couple of years, they've gone through a handful of changes on the research side. Previously, research had been decentralized but, Mike Aroesty started to centralize all the research across the three businesses. 1. Flagship: UHNW/HNW clients' mutual fund approved list for customized portfolios 2. Root Advisory: smaller clients' mutual fund models managed 3. 401k focus: DB Root has made 2 previous acquisitions - R. Applegate & Associates and Rehman Financial (Toldeo)

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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