D.B. Root Revenue, Growth & Competitor Profile

DBA D.B. ROOT & COMPANY, LLC
DBA D.B. ROOT MANAGEMENT, INC.

Company Profile & Annual Report for D.B. Root

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D.B. Root Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52391 Venture Capital, Multifamily Investment Firms & Other Intermediation
Address	436 Seventh Avenue Suite 2800 Pittsburgh, PA 15219

Note: Revenues for privately held companies are statistical evaluations.


D.B. Root's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • D.B. Root's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • D.B. Root is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

D.B. Root Annual Revenue and Growth Rate

D.B. Root	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: D.B. Root's revenues are gauged from an analysis of company filings.

D.B. Root's Income Statement (based on Industry Averages)

D.B. Root P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that D.B. Root is developing and marketing. D.B. Root doesn't have any recent trademark applications, indicating D.B. Root is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MEP > ONE WEALTH MANAGEMENT SERVICES, namely, QUALIFIED RETIREMENT PLAN MANAGEMENT SERVICES	09/14/2020
DBR & CO Wealth management services, namely, financial planning, investment management, estate planning, and financial planning in the fields of retirement, insurance, charitable giving, income tax, and education	09/13/2019
DBR NEXT Wealth management services, namely, financial planning, investment management, estate planning, and financial planning in the fields of retirement, insurance, charitable giving, income tax, and education	09/13/2019

See all trademarks and details in the Full Report.

Market Share of D.B. Root's Largest Competitors

A competitive analysis shows these companies are in the same general field as D.B. Root, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to D.B. Root. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLEGHENY FINANCIAL GROUP	Pittsburgh, PA	100
TENSER PHIPPS & LEEPER INC. DBA LOUIS F. LEEPER	Pittsburgh, PA	71
FRAGASSO FINANCIAL ADVISORS	Pittsburgh, PA	42
D.B. ROOT	Pittsburgh, PA	23
CHRISTIE INSURANCE	Pittsburgh, PA	20
KEM FINANCIAL	Pittsburgh, PA	17

Future Competition: D.B. Root's Fastest Growing Competitors

These companies are in the same general field as D.B. Root and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)