Awards & Certifications

DBR & CO is one of Pittsburgh's top financial advisors and wealth management firms.

One of Pittsburgh's top financial advisors
Financial Times FT 300
Methodology (From The Financial Times)

This seventh edition of the FT 300 assesses registered investment advisers based on desirable traits for investors. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and specializations. 

To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those with more than $300m in assets under management (AUM).  

The Financial Times and Ignites Research, the FT’s sister company, invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list.  

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows:  

  • AUM signals experience managing money and client trust.  

  • AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on three-year growth rates.  

  • Companies’ years in existence indicates reliability and experience of managing assets through different market environments.  

  • Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems.  

  • Industry certifications (CFA, CFP, etc.) shows the company’s staff has industry knowledge and a professional commitment to investment skills.  

  • Online accessibility shows a desire to provide easy access and transparent contact information.  

View the complete list.

Top 100 Retirement Plan Advisors
Methodology (From Expertise)

Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement.

To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice. 

Top 100 Firm: DBR Fiduciary Plan Solutions

Category: Large Teams With $3.5 Billion or More in Retirement Plan Assets Under Advisement

 

View the complete list.

Best Financial Advisors in Pittsburgh
Methodology (From Expertise)

Expertise scored Pittsburgh Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Criteria:

1. Availability: Consistently approachable and responsive, so customers never feel ignored.

2. Qualifications: Building customer confidence with licensing, accreditations, and awards.

3. Reputation: A history of delighted customers and outstanding service.

4. Experience: Masters of their craft, based on years of practical experience and education.

5. Professionalism: Providing service with honesty, reliability, and respect.

View the complete list

Top 10 Financial Advisors in Pittsburgh

Methodology (From SmartAsset)

For investors in the Steel City, SmartAsset determined Pittsburgh’s top 10 financial advisor firms and ranked them according to assets under management. In tables and reviews, we lay out the key facts on each firm to help you determine which one is the best fit for you.

View the complete list

Top Financial Advisor Firms in Pittsburgh, Pennsylvania for 2020-2021

 

Methodology (From AdvisoryHQ)

 

AdvisoryHQ developed a Top-Down Advisor Selection Methodology that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

View the full review

Read more about Advisory HQ’s methodology. 

AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Best Financial Advisors in Pittsburgh

About the Ranking (From Investor Mint)

Pittsburgh has a lot of financial advisors who offer an ever-expanding portfolio of planning and management services. Which ones qualify as the best financial advisors in Pittsburgh PA? InvestorMint did the homework to save you the time.

View the complete list.

2020 Fast 50 Award: #7 Pittsburgh Region’s Fastest Growing Companies

Methodology (From The Pittsburgh Business Times)

The Pittsburgh Business Times’ Fast 50 Awards honors the fastest growing locally owned, for-profit corporations, proprietorships or partnerships. Companies must be based in western Pennsylvania, and must be wholly independent companies.

 

Entrants are required to disclose revenue growth over a three-year period between 2018 and 2020. Companies must have at least $2 million in revenue in 2018 to qualify for the 2020 award. Revenue reported for this nomination may be reviewed by a third-party accounting firm for accuracy and company executives are asked to sign off on and verify their revenue numbers.

2018 Best Places to Work

Methodology (From The Pittsburgh Business Times)

The 2018 Best Places to Work in Western Pennsylvania honors the region's most outstanding workplaces. Winners are selected based on an online employee survey and are honored at an event and in a special section of the paper.

 

Companies must have at least 10 employees working in western Pennsylvania to participate. (Anyone with 5 percent or more ownership in the company may not participate in the survey and does not count toward the final employee total.) Companies do not have to be based in western Pennsylvania. Only employees working in the region are included in the survey and results.

One of Pittsburgh's top financial advisors
Financial Times FT 300
Methodology (From The Financial Times)

This seventh edition of the FT 300 assesses registered investment advisers based on desirable traits for investors. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and specializations. 

To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those with more than $300m in assets under management (AUM).  

The Financial Times and Ignites Research, the FT’s sister company, invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list.  

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows:  

  • AUM signals experience managing money and client trust.  

  • AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on three-year growth rates.  

  • Companies’ years in existence indicates reliability and experience of managing assets through different market environments.  

  • Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems.  

  • Industry certifications (CFA, CFP, etc.) shows the company’s staff has industry knowledge and a professional commitment to investment skills.  

  • Online accessibility shows a desire to provide easy access and transparent contact information.  

View the complete list.

Top 100 Retirement Plan Advisors
Methodology (From Expertise)

Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement.

To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice. 

Top 100 Firm: DBR Fiduciary Plan Solutions

Category: Large Teams With $3.5 Billion or More in Retirement Plan Assets Under Advisement

 

View the complete list.

Best Financial Advisors in Pittsburgh
Methodology (From Expertise)

Expertise scored Pittsburgh Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Criteria:

1. Availability: Consistently approachable and responsive, so customers never feel ignored.

2. Qualifications: Building customer confidence with licensing, accreditations, and awards.

3. Reputation: A history of delighted customers and outstanding service.

4. Experience: Masters of their craft, based on years of practical experience and education.

5. Professionalism: Providing service with honesty, reliability, and respect.

View the complete list

Top 10 Financial Advisors in Pittsburgh

Methodology (From SmartAsset)

For investors in the Steel City, SmartAsset determined Pittsburgh’s top 10 financial advisor firms and ranked them according to assets under management. In tables and reviews, we lay out the key facts on each firm to help you determine which one is the best fit for you.

View the complete list

Top Financial Advisor Firms in Pittsburgh, Pennsylvania for 2020-2021

 

Methodology (From AdvisoryHQ)

 

AdvisoryHQ developed a Top-Down Advisor Selection Methodology that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

View the full review

Read more about Advisory HQ’s methodology. 

AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Best Financial Advisors in Pittsburgh

About the Ranking (From Investor Mint)

Pittsburgh has a lot of financial advisors who offer an ever-expanding portfolio of planning and management services. Which ones qualify as the best financial advisors in Pittsburgh PA? InvestorMint did the homework to save you the time.

View the complete list.

2020 Fast 50 Award: #7 Pittsburgh Region’s Fastest Growing Companies

Methodology (From The Pittsburgh Business Times)

The Pittsburgh Business Times’ Fast 50 Awards honors the fastest growing locally owned, for-profit corporations, proprietorships or partnerships. Companies must be based in western Pennsylvania, and must be wholly independent companies.

 

Entrants are required to disclose revenue growth over a three-year period between 2018 and 2020. Companies must have at least $2 million in revenue in 2018 to qualify for the 2020 award. Revenue reported for this nomination may be reviewed by a third-party accounting firm for accuracy and company executives are asked to sign off on and verify their revenue numbers.

2018 Best Places to Work

Methodology (From The Pittsburgh Business Times)

The 2018 Best Places to Work in Western Pennsylvania honors the region's most outstanding workplaces. Winners are selected based on an online employee survey and are honored at an event and in a special section of the paper.

 

Companies must have at least 10 employees working in western Pennsylvania to participate. (Anyone with 5 percent or more ownership in the company may not participate in the survey and does not count toward the final employee total.) Companies do not have to be based in western Pennsylvania. Only employees working in the region are included in the survey and results.

CERTIFICATION

Centre For Fiduciary Excellence (CEFEX)

Adherence to a Standard:

CEFEX-certified firms adhere to a standard representing the best practices in their industry. The standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms.

 

A successfully completed standards-based assessment results in certification. This is written assurance that the firm meets the requirements of the standard.

Verified by Annual Audits:

CEFEX certified firms voluntarily undertake annual audits by independent expert analysts. This continually verifies their adherence to the applicable standard and is supplemental to oversight performed by regulators, or financial auditors.

Professionalism:

Annual audits maximize professionalism within the firm because management is required to keep up-to-date with best practices.

The CEFEX audit fosters a culture of continuous improvement within the firm and increases transparency and accountability of the management team.

CEFEX certification increases TRUST. In a time of financial industry change, trust is critical to firms which provide fiduciary functions and those that provide support services. Investors and Stewards of retirement plans, endowments and foundations are continually looking for proof of integrity.

A full copy of the standard can be downloaded at www.cefex.org 

How can DBR & CO help you?

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

-

Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
  • YouTube - White Circle

© 2020 DBR & CO  View Disclosures  Compliance Documents