RubinBrown Advisors, the registered investment advisory affiliate of Leawood, Kansas-based accounting and consulting firm RubinBrown, has merged with Kansas City, Missouri-based Wealth Management Advisors.
The combined firm, which operates as RubinBrown Advisors, manages $1.7 billion.
Wealth Management Advisors, which was founded in 1993, served more than 300 clients and managed approximately $470 million. RubinBrown, founded in 1952, launched its advisory business in 2002.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
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From direct lending to asset-based finance to commercial real estate debt.
