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D.B. ROOT & COMPANY, LLC

PITTSBURGH, PA · CRD 188512 · IAPD ↗ · dbroot.com · 412-227-2800

$952.4MRegulatory AUM
15Advisory reps
22Employees
0Clients
11-25Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — D.B. ROOT & COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2026 — D.B. ROOT & COMPANY, LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — D.B. ROOT & COMPANY, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.