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RUBINBROWN ADVISORS LLC

ST. LOUIS, MO · CRD 116909 · IAPD ↗ · rubinbrownadvisors.com · 314-290-3300

$3.86BRegulatory AUM
28Advisory reps
30Employees
0Clients
1-10Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
September 2026 — RUBINBROWN ADVISORS LLC notice-filed in CT, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
September 2026 — RUBINBROWN ADVISORS LLC grew from 21 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
December 2025 — RUBINBROWN ADVISORS LLC grew from 16 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
September 2024 — RUBINBROWN ADVISORS LLC reported RAUM up 32% ($2.35B -> $3.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.