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- Custodian
- Assetmark · BNY Mellon · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-27-2019
- Office Locations
- 1
Office Locations
About Phillip B. White Co., INC
Phillip B. White & Co. is a fee-based fiduciary RIA founded in 1959 (three generations) delivering objective, independent financial planning and investment management. Core work spans investment advice, tax analysis, estate and retirement planning, and insurance. The firm follows the CFP Board’s 7-step planning process and uses sophisticated financial modeling technology to substantiate recommendations, with custody including Pershing/BNY Mellon.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 31, 2026, reported AUM increased 18.8%, from $268.3M to $318.7M.
Across 5 reported observations, AUM increased 24.4% between March 30, 2022 and March 31, 2026, from $256.2M to $318.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 246 clients, or 123 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Phillip B. White Co., INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRUCE DAVID WHITE
Chief Compliance Officer, President, Principal
- CRD
- #732362
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ZACHARY JOSEPH WHITE
Certified Financial Planner
- CRD
- #6339910
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,703,165 | $542,936 |
| Non-Discretionary | $0 | -- |
| Total | $318,703,165 | $542,936 |
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Separately Managed Accounts
SMA allocation detail is available
Phillip B. White Co., INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.