St. Louis, MO One North Brentwood Blvd 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
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
Based on RubinBrown Advisors LLC
Location
One North Brentwood Blvd, Suite 1100
St. Louis MO 63105
Advisors at this office
2
Advisors at this office
Jason U
CFP®
St. Louis, MO
RubinBrown Advisors LLC
Jason Uetrecht is a CFP® professional with nine years of industry experience, currently serving at RubinBrown Advisors LLC. He has been with RubinBrown Advisors since 2016 and has worked at the affiliated accounting and tax firm RubinBrown LLP since 2012, where he is a tax partner leading client engagements and financial planning. 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 advice while incorporating tax-aware practices and technology-driven financial planning tools.
Matthew H
Series 66
St. Louis, MO
RubinBrown Advisors LLC
Matthew Hartman is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with RubinBrown Brokerage Services, LLC and RubinBrown Advisors since 2007. 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 primarily through model portfolios of mutual funds and ETFs.
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