Kansas City, MO Office

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.