RBF Wealth Advisors

RIASEC Registered
Total AUM
$716M
Discretionary
$716M
100% of AUM
Avg account
$296K
Accounts
2,421
Employees
17
Advisory reps
12

Firm details

Headquarters
Saint Louis, Missouri
CRD number
104771
Registered since
March 1, 1984
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.96%
  • Individuals20.83%
  • Corporations / Businesses3%
  • Pension & Profit Sharing Plans2.89%
  • Charitable Organizations0.32%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RBF Wealth Advisors is an independent, privately owned registered investment adviser that has been SEC-registered since 1984. The firm serves both individuals/families and institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed fees. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. RBF describes equities as its preferred asset class and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 27%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, Other 4%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 3%, US Government Bonds 1%, Derivatives 1%, Private Funds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds27%
  • State & Local Bonds4%
  • Cash & Cash Equivalents4%
  • Other4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 142

Active vs passive

$174M in ETFs

Passive

81%

$140M

Active

12%

$33.9M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$13.2M17,2777.62%

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
680 Craig Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth