Rmb Capital Management

Rmb Capital Management (CRD# 134249) is a financial advisory firm headquartered in Chicago, IL. They manage $7,481,946,999 in 13,572 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,482
    MILLION
  • Total Number of Accounts
    13,572
    ACCOUNTS
  • Average Account Value
    $551,278
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
  • 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 85 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 36 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 15 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
Andrew J. Baker
CRD#: 4919385
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Andrew Baker (CRD# 4919385) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 13 years of experience in the finance industry.

4
Paul L. Bartolai
CRD#: 3048924
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Paul Bartolai (CRD# 3048924) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 19 years of experience in the finance industry.

5
Donald A. Bechter
CRD#: 2295881
44 Cook Street, Suite 300, Denver, CO 80206
96
Wealthminder
score

Donald Bechter (CRD# 2295881) is an Investment Advisor Representative working at Rmb Capital Management in Denver, CO and has over 25 years of experience in the finance industry.

6
Benjamin J. Bremen
CRD#: 6156327
115 S. Lasalle, 34th Floor, Chicago, IL 60603
96
Wealthminder
score

Benjamin Bremen (CRD# 6156327) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 5 years of experience in the finance industry. Benjamin Bremen 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.

7
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 33 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.

8
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 28 years of experience in the finance industry.

9
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 26 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.

10
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 19 years of experience in the finance industry.

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