Rubicon Advisors

Rubicon Advisors (CRD# 174447) is a financial advisory firm headquartered in Redding, CA. They manage $123,125,446 in 808 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $152,383
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, ID, NV, NY, OR, TX, WA

Financial Advisors at Rubicon Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Randy E. Baldwin
CRD#: 4336705
A9257 Sierra College Blvd., Suite B, Roseville, CA 95661
93
Wealthminder
score

Randy Baldwin (CRD# 4336705) is an Investment Advisor Representative working at Rubicon Advisors in Roseville, CA and has over 17 years of experience in the finance industry.

2
Andrew R. Chen
CRD#: 5746454
3500 Douglas Blvd., Suite 220, Roseville, CA 95661
93
Wealthminder
score

Andrew Chen (CRD# 5746454) is an Investment Advisor Representative working at Rubicon Advisors in Roseville, CA and has over 8 years of experience in the finance industry.

3
Brian J. Stephens
CRD#: 5196738
1640 East Cypress, Suite A, Redding, CA 96003
93
Wealthminder
score

Brian Stephens (CRD# 5196738) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 11 years of experience in the finance industry.

4
Andrew F. Tenaglia
CRD#: 2386353
1640 East Cypress, Suite A, Redding, CA 96003
83
Wealthminder
score

Andrew Tenaglia (CRD# 2386353) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 18 years of experience in the finance industry.

5
Eric B. Bates
CRD#: 2489387
3500 Douglas Blvd., Suite 220, Roseville, CA 95661
81
Wealthminder
score

Eric Bates (CRD# 2489387) is an Investment Advisor Representative working at Rubicon Advisors in Roseville, CA and has over 23 years of experience in the finance industry.

6
John S. Winn
CRD#: 5525954
1640 E. Cypress Avenue, Suite A, Redding, CA 96003
81
Wealthminder
score

John Winn (CRD# 5525954) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 9 years of experience in the finance industry.

7
Steven P. Boero
CRD#: 862282
1640 East Cypress, Suite A, Redding, CA 96003
73
Wealthminder
score

Steven Boero (CRD# 862282) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 20 years of experience in the finance industry.

8
Brian B. Russell
CRD#: 4731676
1640 East Cypress, Suite A, Redding, CA 96003
71
Wealthminder
score

Brian Russell (CRD# 4731676) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 14 years of experience in the finance industry.

9
Mark Motell
CRD#: 5761970
1640 East Cypress, Suite A, Redding, CA 96003
69
Wealthminder
score

Mark Motell (CRD# 5761970) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 8 years of experience in the finance industry.

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