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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
About DBD Retirement AND Financial Services
DBD Retirement & Financial Services, LLC is an SEC-registered RIA in Manassas, VA led by Ray DiFilippo. The firm provides financial planning and investment management spanning retirement, estate, tax and insurance needs, with dedicated support for federal employees as well as business owners and families. Implementation uses ETFs and fixed income (including municipals), with custody relationships including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between January 16, 2025 and January 12, 2026, reported AUM decreased 0.2%, from $133.9M to $133.7M.
Across 3 reported observations, AUM increased 2.6% between July 30, 2024 and January 12, 2026, from $130.2M to $133.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $6.4M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Services
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Owner & Executives
Denise DiFilippo
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Raymond T Difilippo
Chief Compliance Officer, President
- CRD
- #7025249
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,657,020 | $3,612,352 |
| Non-Discretionary | $0 | -- |
| Total | $133,657,020 | $3,612,352 |
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Separately Managed Accounts
SMA allocation detail is available
DBD Retirement AND Financial Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.