RIA Intel›Advisers›Missouri›RUBINBROWN ADVISORS LLC

RUBINBROWN ADVISORS LLC

Advisory

N·ST. LOUIS, MO

Data as of Aug 27, 2024 · Source: SEC Form ADV

Total AUM

$3.3B

1-Year AUM Growth

+31.8%

3-Year CAGR

+6.3%

Employees

21

Assets Under Management

Total AUM$3.3B

Discretionary AUM$6M

Non-Discretionary AUM$3.3B

Discretionary %0.2%

Total Clients1,107

Team

Total Employees21

Investment Advisers23

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingApr 24, 2003

Latest FilingAug 27, 2024

🔒 Full AUM trend chart and 37 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RUBINBROWN ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.