This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- TimberPeak matrix +more
- Established Date
- 05-19-2009
- Office Locations
- 2
Office Locations
About Dentist Advisors
Dentist Advisors provides commission-free financial planning and investing built for dentists, pairing personal and practice-focused guidance with accounting, tax services, insurance, and retirement plan support. The team uses dentist-specific playbooks and benchmark insights drawn from thousands of dentists to help clients navigate career and practice ownership stages. They also reach the niche through the Dentist Money Show podcast and an annual Dentist Money Summit.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN PAUL COPIER
Advisor, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
REESE J HARPER
Chairman, Financial Advisor, FOUNDER, General Partner
- CRD
- #4907910
- Ownership
- Less than 5%
Bridge glacier
Pioneer horizon prime
- CRD
- #91299
- Ownership
- 38.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Cody Andrew Barrus
--
- CRD
- #8176337
Rabih Dimachki
Financial Advisor, General Partner
- CRD
- #7935069
Zenith legacy
Timber timber
- CRD
- #89768
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $504,001,496 | $180,129 |
| Non-Discretionary | $0 | -- |
| Total | $504,001,496 | $180,129 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $504,001,496
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $724,438,196 | 17.2% |
| Equity - Exchange | $808,675,195 | 19.2% |
| Municipal Bonds | $770,768,545 | 18.3% |
| Cash | $610,718,246 | 14.5% |
| Corporate - Investment Grade | $1,297,249,792 | 30.8% |
| Total | $4,211,849,974 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL WAVE | OAK PRIME | PF422ND1A | BJU | 11.70% | $50,303,609 |
| QUANTUM ELEMENT BRIDGE | BEACON SIGNAL | RPVDALYFU | EGA | 6.43% | $115,587,318 |
| WAVE PIONEER | FOCUS MATRIX | G6MLZDC01 | DLLXN | 12.43% | $23,541,498 |
| MATRIX VECTOR | VECTOR FOUNDATION | 27Q7QT76H | FBY | 2.55% | $44,563,690 |
| OPTIMA LEGACY HARBOR | HARBOR SUMMIT | O9KUEIXZD | WNAA | 11.31% | $70,322,599 |
| WAVE RADIAL VALUE | MATRIX BEACON | ADEC2WTTL | AGFF | 10.81% | $102,674,532 |
| TIMBER CATALYST LEGACY | GLACIER PIONEER | 7EPTJVVW4 | WKIVT | 7.61% | $9,421,174 |
| FRONTIER FUSION | NORTH PRIME | BNIL6WBS0 | ZVBCI | 9.40% | $74,743,204 |