A complete list of active advisors currently associated with RBF Wealth Advisors

Warmer can help you find a great advisor at RBF Wealth Advisors or one who fits your needs even better.

RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm reports approximately $716 million in discretionary assets under management across roughly 1,244 client relationships. RBF implements diversified portfolios consistent with modern portfolio theory, using fundamental and technical analysis and managing most client accounts on a discretionary basis with periodic (generally quarterly) reviews. The firm offers managed account services on a fee-plus-transaction platform through Fidelity Institutional Wealth Services and, in limited cases, may enter performance-based fee arrangements for qualified clients. RBF is a sponsor of its own wrap fee program, a capability that is relatively uncommon among similarly sized team firms and is further described in the firm’s ADV Appendix. The brochure also discloses affiliated brokerage and insurance activities and notes a recent ownership transition in early 2026, details the firm identifies and discloses as potential conflicts of interest in its regulatory filings.

To learn more about the advisors currently working at RBF Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.