Rubinbrown Advisors LLC

Rubinbrown Advisors LLC (CRD# 116909) is a financial advisory firm headquartered in St. Louis, MO. They manage $1,881,185,185 in 3,009 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,881
    MILLION
  • Total Number of Accounts
    3,009
    ACCOUNTS
  • Average Account Value
    $625,186
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 23 top financial advisors.
1
Shawn C. Becker
CRD#: 4898368
One North Brentwood, St. Louis, MO 63105

Shawn Becker (CRD# 4898368) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in St. Louis, MO and has over 10 years of experience in the finance industry.

2
Mary H. Castellano
CRD#: 6684749
One North Brentwood Blvd., St. Louis, MO 63105

Mary Castellano (CRD# 6684749) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in St. Louis, MO and has over 4 years of experience in the finance industry.

3
John E. Clifton
CRD#: 6132080
1900 16th Street, Suite 300, Denver, CO 80220

John Clifton (CRD# 6132080) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 7 years of experience in the finance industry.

4
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 8 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.

5
Donald L. Esstman
CRD#: 2954191
230 South Bemiston Avenue, St. Louis, MO 63105

Donald Esstman (CRD# 2954191) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in St. Louis, MO and has over 22 years of experience in the finance industry.

6
Michael Ferman
CRD#: 1939583
One North Brentwood, St. Louis, MO 63105

Michael Ferman (CRD# 1939583) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in St. Louis, MO and has over 21 years of experience in the finance industry.

7
Gregory J. Goltermann
CRD#: 5628642
One North Brentwood, Suite 1100, St. Louis, MO 63105

Gregory Goltermann (CRD# 5628642) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in St. Louis, MO and has over 12 years of experience in the finance industry. Gregory Goltermann 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
Matthew C. Hartman
CRD#: 4772153
One North Brentwood Blvd, Suite 1100, St. Louis, MO 63105

Matthew Hartman (CRD# 4772153) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in St. Louis, MO and has over 16 years of experience in the finance industry.

9
Matthew D. Ison
CRD#: 2834268
4000 W. 114th Street, Suite 160, Leawood, KS 66211

Matthew Ison (CRD# 2834268) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Leawood, KS and has over 12 years of experience in the finance industry.

10
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 4 years of experience in the finance industry.

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