Leading Pittsburgh-Based Wealth Management Firm D. B. Root & Co. Launches as a Fully Independent

From Business Wire: A Berkshire Hathaway Company

Focus on Training Next Generation of Financial Advisors & Targeting Entrepreneurs

NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners today announced its partnership with D. B. Root & Co., the most recent independent advisory firm to leverage Dynasty’s industry-leading platform of integrated wealth management services and technology.

“David and the D. B. Root team are setting the stage for the future. David is a leader in training and mentoring the next generation of advisors and working with entrepreneurs”

Founder and CEO David B. Root launched D. B. Root & Co. as an independent advisory firm after leaving Commonwealth Financial Network. The firm was established in 1994 and joined the Commonwealth platform in 1997. Charles Stout, Senior Advisor, David Hoffmann, Vice President, Steve Kohler, Senior Financial Advisor, Michael Aroesty, Financial Advisor, and Lynn Hoffay, CPA, also join from Commonwealth along with nine members of the support staff.

With client assets of more than $650 million, D. B. Root becomes one of the largest independent advisory firms in Pittsburgh. The firm works with corporate executives, professionals, business owners and entrepreneurs in Pittsburgh’s burgeoning technology sector and growing energy segment. D. B. Root leverages an extensive professional network in Pittsburgh for tax, estate planning and insurance needs.

Read the full story on Business Wire…

Subscribe to our monthly Big Picture Financial Planning newsletter


Where to find us:



436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818


Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805



811 Madison Ave, 7th Floor

Toledo, OH 43604


Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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

© 2020 DBR & CO  View Disclosures  Compliance Documents