|
⚲
|
| Rubinbrown Advisors LLC
✚
|
|
|---|---|
| CRD # | 116909 |
| SEC # | 801-62021 |
| CIK # | |
| AUM | $3.3 B (2025-11-03) |
| Employees | 23 (91% Investors, 0% Brokers) |
| Phone | 314-290-3300 |
| Address | 7676 Forsyth Blvd St Louis, MO 63105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 0.2 |
| (b) Individuals (high net worth individuals) | 728 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,918 | 3.3 |
| By Discretionary | ||
| Discretionary | 5 | 0.0 |
| Non-Discretionary | 3,913 | 3.3 |
| Total | 3,918 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 3,918 | 3.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 3.3 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.3 |
|
Emerald Advisers LLC
✚
|
PA | 3.3 |
|
Guardian Partners Inc
✚
|
3.3 | |
|
Potomac Fund Management Inc
✚
|
MD | 3.3 |
|
PFG Advisors LLC
✚
|
AZ | 3.3 |
|
Advocacy Wealth Management LLC
✚
|
GA | 3.2 |
|
Gryphon Wealth LLC
✚
|
FL | 3.2 |
|
Meyer Handelman Company LLC
✚
|
NY | 3.2 |
|
Chilton Capital Management LLC
✚
|
TX | 3.2 |