A complete list of active advisors currently associated with RubinBrown Advisors LLC

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

RubinBrown Advisors, LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals (both non‑high‑net‑worth and high‑net‑worth), foundations and retirement plan sponsors across roughly 1,100 client relationships. The firm provides investment advisory services (non‑discretionary portfolio advice and model‑based discretionary management recently introduced), financial planning, retirement plan sponsor services, and consulting, and it also recommends third‑party SMA and platform solutions where appropriate. The firm’s practice has historically been weighted toward non‑discretionary relationships — as of mid‑2025 it reported approximately $3.26 billion managed on a non‑discretionary basis with a much smaller discretionary sleeve that was added to implement model portfolios via a sub‑advisor. Investment implementation centers on model portfolios composed of mutual funds and ETFs, use of SEI/Newport platform programs and third‑party managers, committee‑reviewed quantitative and qualitative research, and tax‑aware techniques such as tax‑loss harvesting. RubinBrown Advisors is affiliated with RubinBrown LLP (an accounting and tax firm) and related entities including a broker‑dealer affiliate and an insurance agency, relationships the firm discloses and addresses through conflict‑management policies and, in some cases, bundled advisory and tax arrangements for clients. The firm also emphasizes aggregation of held‑away assets using third‑party data platforms (e.g., Pontera, Akoya, Electra) into its reporting systems, reflecting an operational focus on incorporating non‑custodied assets into household reporting.

To learn more about the advisors currently working at RubinBrown Advisors LLC, 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.