DBS INVESTMENT ADVISERS, LLC
SEC RegisteredWorking with dentists to develop sustainable solutions to advance their FINANCIAL & EMOTIONAL PROSPERITY
About the firm
The DBS Companies were formed in 1986 to provide comprehensive solutions for the dental community, including financial planning, investment management, and dental practice transitions. For three generations, the firm has worked with dental professionals to develop their financial and emotional prosperity. Today, The DBS Companies is comprised of DBS Investment Advisers, LLC and DBS Dental Sales.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only financial planning and investment management (including individual and business retirement accounts, debt reduction strategies, budgeting, and retirement planning), as well as dental practice transitions including buying and selling dental practices, practice valuations, financing coordination, and DSO sales strategies.
Who they serve
Dental professionals at every stage of their careers, including dental students, associate dentists, seasoned dentists, and retiring or retired dentists.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 488 | $50M |
| High Net Worth Individuals | 35 | $107M |
| Charitable Organizations | 68 | $123M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $1,000,000 | 1.25% |
| $0 - $1,000,000 (blended tier) | 1.00% |
| $1,000,001 - $2,500,000 | 0.90% |
| $2,500,001 - $5,000,000 | 0.80% |
| $5,000,001 - $10,000,000 | 0.70% |
| $10,000,001 - $20,000,000 | 0.60% |
| Over $20,000,001 | 0.50% |
Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DBS INVESTMENT ADVISERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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