Rubinbrown Advisors LLC

Rubinbrown Advisors LLC (CRD# 116909) is a financial advisory firm headquartered in Saint Louis, MO. They manage $2,578,175,549 in 3,404 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,578
    MILLION
  • Total Number of Accounts
    3,404
    ACCOUNTS
  • Average Account Value
    $757,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MN, MO, NC, NE, NM, NY, TX, VA, WA

Financial Advisors at Rubinbrown Advisors LLC
Showing 1 - 10 of 22 top financial advisors.
1
Mary H. Castellano
CRD#: 6684749
One North Brentwood Blvd., Saint Louis, MO 63105

Mary Castellano (CRD# 6684749) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.

2
Diane C. Dercher
CRD#: 2096711
4000 W. 114th Street, Suite 160, Leawood, KS 66211

Diane Dercher (CRD# 2096711) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Leawood, KS and has over 10 years of experience in the finance industry. Diane Dercher 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
Donald L. Esstman
CRD#: 2954191
230 South Bemiston Avenue, Saint Louis, MO 63105

Donald Esstman (CRD# 2954191) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.

4
Jeffrey D. Hansen
CRD#: 6975211
225 W. Wacker Drive, Suite 1700, Chicago, IL 60606

Jeffrey Hansen (CRD# 6975211) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Chicago, IL and has over 3 years of experience in the finance industry. Jeffrey Hansen 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.

5
Matthew C. Hartman
CRD#: 4772153
One North Brentwood Blvd, Suite 1100, Saint Louis, MO 63105

Matthew Hartman (CRD# 4772153) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

6
Brian T. Hoeltge
CRD#: 4953577
One North Brentwood, Suite 1100, Saint Louis, MO 63105

Brian Hoeltge (CRD# 4953577) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.

7
Amy E. King
CRD#: 6721693
1900 16th Street, Suite 300, Denver, CO 80202

Amy King (CRD# 6721693) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 5 years of experience in the finance industry.

8
Deborah L. Maret
CRD#: 2548059
One North Brentwood, Suite 1100, Saint Louis, MO 63105

Deborah Maret (CRD# 2548059) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 19 years of experience in the finance industry.

9
Kevin S. McGrew
CRD#: 1754659
4000 W. 114th Street, Suite 160, Leawood, KS 66211

Kevin McGrew (CRD# 1754659) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Leawood, KS and has over 34 years of experience in the finance industry. Kevin McGrew 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
Gregory P. Osborn
CRD#: 3259921
1660 Lincoln Street, Suite 2000, Denver, CO 80264

Gregory Osborn (CRD# 3259921) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 22 years of experience in the finance industry.

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