RBF Wealth Advisors

Overview

RBF Wealth Advisors is an independent registered investment adviser operating as a corporation and serving both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements, which suggests flexibility for both ongoing wealth management relationships and project-based advice. The firm does not report active ESG investing, multi-state adviser status, pension consulting, or related-adviser structures. Founded in 1984, RBF appears positioned as a traditional wealth manager that leans toward equity-centric portfolios and discretionary management rather than acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices