Rmb Capital Management

Rmb Capital Management (CRD# 134249) is a financial advisory firm headquartered in Chicago, IL. They manage $4,541,050,974 in 12,675 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,541
    MILLION
  • Total Number of Accounts
    12,675
    ACCOUNTS
  • Average Account Value
    $358,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Rmb Capital Management
Showing 1 - 10 of 54 top financial advisors.
1
Charles H. Travis
CRD#: 1025939
115 S. Lasalle, 34th Floor, Chicago, IL 60603
98
Wealthminder
score

Charles Travis (CRD# 1025939) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 34 years of experience in the finance industry.

2
Benjamin J. Albrecht
CRD#: 4574728
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Benjamin Albrecht (CRD# 4574728) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 14 years of experience in the finance industry. Benjamin Albrecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Benjamin J. Armstrong
CRD#: 1892842
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Benjamin Armstrong (CRD# 1892842) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 26 years of experience in the finance industry.

4
Donald A. Bechter
CRD#: 2295881
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Donald Bechter (CRD# 2295881) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 23 years of experience in the finance industry.

5
Richard M. Burridge
CRD#: 1365954
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Richard Burridge (CRD# 1365954) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 31 years of experience in the finance industry. Richard Burridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard M. Burridge
CRD#: 2244508
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Richard Burridge (CRD# 2244508) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 27 years of experience in the finance industry.

7
Susan C. Christoph
CRD#: 1140027
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Susan Christoph (CRD# 1140027) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 25 years of experience in the finance industry. Susan Christoph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Evan Dreyfuss
CRD#: 1178690
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Evan Dreyfuss (CRD# 1178690) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 18 years of experience in the finance industry.

9
Dimitri P. Eliopoulos
CRD#: 4444610
115 S. Lasalle St., 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Dimitri Eliopoulos (CRD# 4444610) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 15 years of experience in the finance industry. Dimitri Eliopoulos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michele R. Francisco
CRD#: 4199945
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Michele Francisco (CRD# 4199945) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 16 years of experience in the finance industry. Michele Francisco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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