Best-in-State · rank 15 · Sun City, Arizona · listed firm: Dobrusin Financial | LPL Financial
Identity & firm
- Firm — Dobrusin Financial (high)
- “Dobrusin Financial LLC” — sec_finra_regulatory
- “Dobrusin Financial | LPL Financial” — forbes_shook
- Parent company — LPL Financial (high)
- “Financial advisor David J. Dobrusin Joins LPL” — firm_official
- Firm type — ibd_rep (high)
- “David Dobrusin joined LPL's broker-dealer, RIA, and custodial platforms” — firm_official
- Team name — Dobrusin Financial (high)
- “Dobrusin Financial LLC” — sec_finra_regulatory
- Team size — gap: not_found_after_search
- CRD — 5822100 (high)
- “DAVID J. DOBRUSIN - Broker at LPL FINANCIAL LLC” — sec_finra_regulatory
- Years experience — 14 (high)
- “12-16 years of industry experience (as of 2023)” — firm_official
- Designations — CFP, CPA (high)
- “David J. Dobrusin, CPA, CFP®” — social_or_third_party_db
- “David Dobrusin, CFP Financial Advisor” — professional_press
Book of business
- Team AUM ($M) — 364 (high)
- “Team Assets (Custodied): $364M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 2.175 (high)
- “Typical Net Worth of Relationships: $250K-11M” — forbes_shook
- Client niche — generalist (medium)
- “Combines tax planning expertise with financial management to help clients maximize investment goals and minimize tax liability” — firm_official
- Custodians — not_applicable (high)
- “David Dobrusin joined LPL's broker-dealer, RIA, and custodial platforms” — firm_official
- Fee model — aum_fee (medium)
- “Advisory, brokerage, and retirement plan services” — firm_official
Positioning & marketing
- Website url — https://www.dobrusinfinancial.com (high)
- “dobrusinfinancial.com” — firm_official
- Value proposition (verbatim) — It is critical to discuss complex tax and investment strategies clearly with clients. LPL has the size and scale to enable us access to world-class resources for our clients. (high)
- “It is critical to discuss complex tax and investment strategies clearly with clients. LPL has the size and scale to enable us access to world-class resources for our clients.” — firm_official
- Differentiators — Tax planning expertise combined with investment management, CPA background enabling complex tax strategy, LPL platform scale and resources (high)
- “Combines tax planning expertise with financial management” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/davidjdobrusincpacfp/ (high)
- “David J. Dobrusin, CPA, CFP®” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “David J. Dobrusin, CPA, CFP® LinkedIn profile” — social_or_third_party_db
- “Dobrusin Financial | Facebook” — social_or_third_party_db
- Press awards — 2023 Inc. 5000 honoree (No. 4795, Founder of INC 5000 Company), 2026 Forbes Best-In-State Wealth Advisors (Rank #15 Arizona) (high)
- “Dobrusin Financial was recognized as a 2023 Inc. 5000 honoree at No. 4795” — professional_press
- “David Dobrusin ranked #15 on Forbes' 2026 Best-In-State Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search