Rubinbrown Advisors LLC
SEC RegisteredIntegrated Planning for Life
About the firm
RubinBrown Advisors was created in 2002 to provide an integrated suite of financial planning and investment advisory services to existing RubinBrown clients. As the practice evolved, the client base grew through referrals, and the firm now advises on over $3 billion of assets and serves clients across the country. RubinBrown Advisors is registered with the Securities and Exchange Commission as an investment advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
RubinBrown Advisors offers investment advisory services, cash flow planning, charitable giving guidance, tax planning, risk management, and estate planning, tailored to each client's personal goals and objectives.
Who they serve
Existing RubinBrown clients and clients acquired through referrals, served across the country.
Leadership
Office locations
Advisors at this firm
23 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.95% |
| Next $3,000,000 | 0.50% |
| Next $5,000,000 | 0.40% |
| Above $10,000,000 | 0.30% |
Data as of August 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rubinbrown Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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