RUBINBROWN ADVISORS LLC

RIASEC RegisteredEst. 2003

Total AUM

$3.3B

Discretionary

$6.4M

0% of AUM

Avg account

$834K

Accounts

3,918

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: HNWI94.14%
Individuals5.39%
Charitable Organizations0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rubinbrown Advisors LLC is an insurance broker-dealer structured as an LLC that combines financial planning, portfolio management and adviser selection for both individual/family and institutional clients. The firm runs a predominantly non-discretionary model, advising clients on asset allocation and implementing solutions across public funds and third-party managers while retaining a smaller discretionary sleeve. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management and one-off planning projects. Rubinbrown Advisors LLC emphasizes use of pooled public funds and mutual funds as the core building blocks for client portfolios, while tapping external managers and alternatives where they add diversification or income. The firm was recognized on the Financial Times Top 300 RIA list in 2020 and later appeared among CNBC’s Top 100 Financial Advisory Firms in 2025, signaling broader market visibility beyond its core client base.