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RBF Wealth Advisors
RBF Wealth Advisors opened its doors in 1984 and has remained anchored in St. Louis ever since, operating from a single office on Craig Road.
RBF Wealth Advisors
RBF Wealth Advisors opened its doors in 1984 and has remained anchored in St. Louis ever since, operating from a single office on Craig Road. President Robert Fogel leads a team whose website emphasizes decades of collective experience in financial services. The firm does not disclose the origins of its wealth or a founding family, reflecting a practice built around private client relationships rather than a named single-family fortune. The firm's strategy covers retirement planning, estate planning, and investment management for individuals, trusts, charitable organizations, and businesses. RBF does not publicly break out asset-class allocations, fund structures, or direct-investment activity; its marketing language focuses on personalized service and helping clients "identify long-term trends." No named portfolio companies, co-investors, or fund vehicles appear in its materials. Its geographic footprint is concentrated in the St. Louis metropolitan area, with no additional offices or international presence disclosed. The team at RBF describes itself as experienced in financial-services transitions, though exact headcount is not published. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or membership in peer networks like Tiger 21 — are mentioned. The firm has not announced any operational events, personnel moves, or investment closings in the past 24 months within its public materials. RBF's structural differentiator lies in its longevity and locality. The firm has operated for four decades from the same St. Louis address, maintaining a face-to-face service model during a period when many wealth practices consolidated into national platforms or robo-advisory delivery. That stability is its architecture: a single-location, single-leader practice without the layers of a corporate RIA or the growth imperative of outside capital.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
AUM
$100M–$500M (Altss estimate)
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
680 Craig Road Suite 201, St. Louis, MO 63141, United States
Principals
Robert Fogel
President
Sector focus
Frequently asked questions
Who runs investment decisions at RBF Wealth Advisors?
President Robert Fogel is the only named principal on the firm's website and appears to lead the practice's investment and planning decisions. The site references a "team of professionals" but does not list additional advisors or an investment committee, suggesting a flat decision-making structure centered on Fogel.
Is RBF Wealth Advisors structured as a family office or a traditional wealth manager?
RBF operates as a traditional wealth-management advisory firm, not a single-family office. It serves multiple client types — individuals, trusts, charitable organizations, and businesses — and there is no disclosure of a founding family fortune. Its services are standard retail-wealth offerings: retirement planning, estate planning, and investment management.
Does RBF Wealth Advisors disclose its assets under management?
No. The firm does not publish AUM figures on its website or in its marketing materials. Based on its single-office structure, solo named principal, and service focus, Altss estimates RBF manages between $100 million and $500 million in client assets, but this is not confirmed by the firm.
Does RBF Wealth Advisors make direct investments in private companies?
There is no evidence that RBF makes direct private-company investments. The firm's materials focus exclusively on retirement planning, estate planning, and traditional investment management. It names no portfolio companies, fund commitments, or co-investment activity, suggesting a public-markets and managed-product orientation.
Where is RBF Wealth Advisors located and who does it serve?
RBF operates from a single office at 680 Craig Road, Suite 201, in St. Louis, Missouri. It serves individuals, trusts, charitable organizations, and businesses, with a geographic client base that appears concentrated in the St. Louis area. The firm maintains regular business hours Monday through Friday with weekend appointments by request.
How does RBF Wealth Advisors source clients?
RBF does not disclose a formal client-acquisition strategy. The firm's online presence is minimal — a basic website with no social media links, no LinkedIn page, and no visible digital marketing. Client sourcing likely relies on local referrals and long-standing St. Louis relationships built over its four decades in practice.
What is RBF Wealth Advisors' known posture on alternative investments?
RBF's public materials do not mention private equity, venture capital, hedge funds, real assets, or other alternative investment strategies. The firm's described services revolve around retirement, estate, and investment planning for individual wealth accumulation and preservation, suggesting a conventional portfolio approach without a dedicated alternatives program.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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