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- Custodian
- BNY Mellon · Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
About Richard Bernstein Advisors LLC
Richard Bernstein Advisors (RBA) is a global macro, top-down multi-asset manager that uses “Pactive” active management of ETFs—X-raying underlying holdings—to assess risk and target exposures. The firm runs go-anywhere, tactically positioned ETF-based SMA strategies across all-asset, equity, and fixed income sleeves, and also offers thematic ETFs. Products are built for financial advisors and institutions and are available on most wirehouse, TAMP, and RIA platforms.
Reported data analysis
What the numbers show
Between September 11, 2025 and June 15, 2026, reported AUM decreased 23.6%, from $5.0B to $3.8B.
Across 5 reported observations, AUM decreased 37.6% between March 9, 2022 and June 15, 2026, from $6.1B to $3.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 10,967 clients, or 1,566.7 clients per representative. That equates to $345.3K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
BERG ASHTON CRAWFORD
Chief Accounting Officer
- CRD
- --
- Ownership
- Less than 5%
Rory Price Culver
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,786,778,287 | $345,351 |
| Non-Discretionary | $0 | -- |
| Total | $3,786,778,287 | $345,351 |
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Separately Managed Accounts
SMA allocation detail is available
Richard Bernstein Advisors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Richard Bernstein Advisors LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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