St. Louis, MO Olive Blvd, Suite106 Office
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RBF Wealth Advisors
Team
Firm-wide stats for RBF Wealth Advisors
About
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.
Based on RBF Wealth Advisors
Expertise
Based on RBF Wealth Advisors
Location
11500 Olive Blvd, Suite106
St. Louis MO 63141
Advisors at this office
1
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