Rubinbrown Advisors LLC

RIASEC RegisteredEst. 2003

Total AUM

$3.9B

Discretionary

$14.5M

0% of AUM

Avg account

$929K

Accounts

4,158

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 116909
Registered since: May 2, 2003
Website: www.rubinbrown.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.4%
Individuals2.34%
Pension & Profit Sharing Plans0.56%
Charitable Organizations0.48%
Corporations / Businesses0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rubinbrown Advisors LLC is an independent RIA organized as an LLC that acts as a capital allocator for both individuals/families and institutions. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional clients, and it also performs selection of outside advisers. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Rubinbrown Advisors is SEC-registered (registered in 2003). The firm does not identify as an active ESG investor. Industry affiliations listed include broker-dealer, accounting, and insurance relationships. Notable recognitions include placement on the Financial Times Top 300 RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2025.