Denver, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
RubinBrown Advisors LLC
Multi-team
Firm-wide stats for RubinBrown Advisors LLC
Clients per advisor
48 TypicalAvg AUM per client
$3,312,199 Very HighHNW client ratio
75% Very HighAbout
RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to a mix of individual and institutional clients, including high‑net‑worth individuals, pension and profit‑sharing plans, and charitable organizations. The firm reports serving about 1,151 clients and managing roughly $3.86 billion in client assets.
The firm implements strategic asset allocation primarily through model portfolios composed of mutual funds and ETFs, and offers both discretionary model‑based management and non‑discretionary, client‑approved customized advice; it also recommends and monitors third‑party managers and platform solutions such as SEI and Newport. RubinBrown incorporates tax‑aware practices like tax‑loss harvesting, uses held‑away aggregation platforms to include outside accounts in household reporting, and employs AI tools to support parts of its financial planning process.
Compared with many multi‑team advisers, RubinBrown’s asset base is heavily weighted to non‑discretionary arrangements—about $3.85 billion non‑discretionary versus roughly $14.5 million discretionary—which is an uncommon structure for firms of its size. The firm’s affiliation with an accounting and tax parent (RubinBrown LLP), occasional bundled advisory/tax engagements, and use of third‑party technology vendors (including a paid relationship with Pontera for held‑away account aggregation) further distinguish its mix of services and operational model.
Based on RubinBrown Advisors LLC
Expertise
Based on RubinBrown Advisors LLC
Location
1900 16th Street, Suite 1700
Denver CO 80202
Advisors at this office
3
Advisors at this office
Bryton K
CFP®, Series 63, Series 65
Denver, CO
RubinBrown Advisors LLC
Bryton Kessel is a CFP®-certified financial advisor with three years of industry experience, currently with RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Beacon Pointe Advisors LLC, Pinnacle Wealth Management, and Fidelity Brokerage Services LLC. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, managing approximately $3.86 billion in assets. The firm employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, while incorporating tax-aware practices and technology tools to enhance its financial planning services.
Daniel C
CFP®, Series 63, Series 65
Denver, CO
RubinBrown Advisors LLC
Daniel Courtney is a CFP® professional with 32 years of industry experience, currently serving at RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Crestmoor Partners, LLC, Advisors Asset Management, Inc., Roka Capital Advisors, Block Advisors, and Blend Financial, Inc. He maintains Crestmoor Partners LLC temporarily to close out the business. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware practices and technology tools in its financial planning process.
Amy K
CFP®, Series 65
Denver, CO
RubinBrown Advisors LLC
Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)