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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
