D.B. Root & Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA.
Assets Under Management
$952M
Employees
22
Offices
--
Total Clients
777
Primary office
PITTSBURGH, PA
436 SEVENTH AVENUE, SUITE 2800, PITTSBURGH, PA, United States
Top client segmentIndividuals represent 83.4% of total clients.
Top client categories% of clientsClients
1
Individuals
83.4%
648
2
HNWI
12.2%
95
3
Pension Plans
2.8%
22
4
Corporations
0.8%
6
5
Charitable
0.6%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$952Mas of March 12, 2026
Discretionary100.0%
$952M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$952M
Total Accounts2,654
10Y AUM Change+$627M (+192.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee35:1
10Y Employee Change+8 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.