Leawood, KS Office

Team
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RubinBrown Advisors LLC logo

RubinBrown Advisors LLC

Multi-team

Firm-wide stats for RubinBrown Advisors LLC

Total advisors

24

Across 6 offices

Clients per advisor

48 Typical

Avg AUM per client

$3,312,199 Very High

HNW client ratio

75% Very High

About

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

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy

Based on RubinBrown Advisors LLC

Location

4000 West 114th Street, Suite 160

Leawood KS 66211

Advisors at this office

4

Advisors at this office

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Diane D

CFP®, Series 65

Leawood, KS

RubinBrown Advisors LLC

Diane Dercher is a CFP® professional with 14 years of industry experience. She has worked at RubinBrown Advisors LLC since 2020 and previously spent nine years at Wealth Management Advisors, Inc. Her current role is based in Leawood, KS. RubinBrown Advisors LLC serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses model portfolios primarily composed of mutual funds and ETFs, offering both discretionary and non-discretionary advice, with a notable focus on tax-aware strategies and integration of third-party technology solutions.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Luke D

Series 65

Leawood, KS

RubinBrown Advisors LLC

Luke Dema is a Series 65-licensed financial advisor with RubinBrown Advisors LLC, based in Leawood, KS. He has been with RubinBrown Advisors and its parent firm, RubinBrown LLP, since 2025. His prior experience includes roles at American Century Investments and a nonprofit organization, American Public Square. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, supported by tax-aware practices and technology tools.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Paul W

CFP®, Series 63

Leawood, KS

RubinBrown Advisors LLC

Paul Watkins is a CFP® and holds a Series 63 license with 21 years of industry experience. He has worked at RubinBrown Advisors LLC since 2020 and spent 20 years at Wealth Management Advisors, Inc. prior to that. 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 a strategic asset allocation approach using model portfolios, tax-aware practices, and third-party technology solutions.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Kevin M

CFP®, CFA®, PFS™, Series 63

Leawood, KS

RubinBrown Advisors LLC

Kevin Mcgrew is a financial advisor at RubinBrown Advisors LLC with 28 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has been with RubinBrown Advisors since 2020, previously working for Wealth Management Advisors, Inc. for 24 years. RubinBrown Advisors 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 uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning approach.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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