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 SEC-registered advisory firm organized as an LLC and operating since 2003. The firm serves both individual/family and institutional clients and combines financial planning with discretionary and non‑discretionary portfolio management services, including selection of third‑party advisers. Its fee arrangements include advisory fees based on a percentage of assets under management as well as hourly and fixed-fee engagements. Rubinbrown identifies itself as a capital allocator and maintains industry ties to broker‑dealers, accounting firms, and insurance companies. The firm is not an active ESG investor. Public recognition includes placement among the Financial Times’ Top 300 RIA Firms in 2020 and CNBC’s Top 100 Financial Advisory Firms in 2025.