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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-2000
- Office Locations
- 6
Office Locations
About Rubinbrown Advisors LLC
RubinBrown (RubinBrown Advisors LLC) provides investment advisory, financial planning, and tax planning support for business owners and entrepreneurs across retail and institutional channels. Portfolios primarily use public funds and ETFs, with additional fixed income and municipal bond exposure. RubinBrown is a top-ranked U.S. accounting and consulting firm (IPA Top 500) that publishes frequent regulatory and technical insights.
Reported data analysis
What the numbers show
Between August 27, 2024 and November 3, 2025, reported AUM increased 5.7%, from $3.1B to $3.3B.
Across 5 reported observations, AUM increased 26.8% between August 30, 2021 and November 3, 2025, from $2.6B to $3.3B.
Of the latest reported AUM, 0.2% is discretionary and 99.8% is non-discretionary.
The firm reports 21 advisory representatives and 1,108 clients, or 52.8 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 6 reported office locations and 26 years in operation. The source data was last updated on November 3, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DEBORAH LYNN MARET
Chief Compliance Officer, Partner
- CRD
- #2548059
- Ownership
- Less than 5%
THOMAS DAVID TESAR
Investment Advisor, MANAGING DIRECTOR
- CRD
- #4201795
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Reed Barlow
--
- CRD
- #7263472
MICHAEL DAVID BEAN II
Advisor
- CRD
- #7413714
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,428,256 | $1,285,651 |
| Non-Discretionary | $3,261,747,857 | $833,567 |
| Total | $3,268,176,113 | $834,144 |
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Separately Managed Accounts
SMA allocation detail is available
Rubinbrown Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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