Rubinbrown Advisors LLC

Rubinbrown Advisors LLC (CRD# 116909) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,156,493,636 in 2,010 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,156
    MILLION
  • Total Number of Accounts
    2,010
    ACCOUNTS
  • Average Account Value
    $575,370
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.

CA, CO, IA, IL, KS, MO, NM, TX

Financial Advisors at Rubinbrown Advisors LLC
Showing 1 - 10 of 15 top financial advisors.
1
Brian D. Frevert
CRD#: 1320989
1660 Lincoln Street, Suite 2000, Denver, CO 80264
96
Wealthminder
score

Brian Frevert (CRD# 1320989) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 17 years of experience in the finance industry. Brian Frevert 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.

2
Cory B. Underwood
CRD#: 4793739
1900 16th Street, Suite 300, Denver, CO 80202
96
Wealthminder
score

Cory Underwood (CRD# 4793739) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 13 years of experience in the finance industry. Cory Underwood 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
Edward J. Warren
CRD#: 3064525
9300 West 110th Street, Suite 600, Overland Park, KS 66210
96
Wealthminder
score

Edward Warren (CRD# 3064525) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Overland Park, KS and has over 19 years of experience in the finance industry. Edward Warren 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.

4
Marilyn E. Beck
CRD#: 2472721
One North Brentwood, Suite 1100, Saint Louis, MO 63105
93
Wealthminder
score

Marilyn Beck (CRD# 2472721) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

5
Shawn C. Becker
CRD#: 4898368
One North Brentwood, Saint Louis, MO 63105
93
Wealthminder
score

Shawn Becker (CRD# 4898368) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.

6
Donald L. Esstman
CRD#: 2954191
230 South Bemiston Avenue, Saint Louis, MO 63105
93
Wealthminder
score

Donald Esstman (CRD# 2954191) 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.

7
Michael Ferman
CRD#: 1939583
One North Brentwood, Saint Louis, MO 63105
93
Wealthminder
score

Michael Ferman (CRD# 1939583) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.

8
Matthew C. Hartman
CRD#: 4772153
One North Brentwood Blvd, Suite 1100, Saint Louis, MO 63105
93
Wealthminder
score

Matthew Hartman (CRD# 4772153) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.

9
Gregory P. Osborn
CRD#: 3259921
1660 Lincoln Street, Suite 2000, Denver, CO 80264
93
Wealthminder
score

Gregory Osborn (CRD# 3259921) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 18 years of experience in the finance industry.

10
Scott M. Quinn
CRD#: 4560463
230 South Bemiston Avenue, Saint Louis, MO 63105
93
Wealthminder
score

Scott Quinn (CRD# 4560463) 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.

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