# RBF Wealth Advisors

RBF Wealth Advisors is a Bank / Wealth / Trust based in St. Louis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** 680 Craig Road Suite 201, St. Louis, MO 63141, United States
- **Founded:** 1984
- **Assets under management:** $100M–$500M (Altss estimate)
- **Website:** rbfadvisors.net
- **LinkedIn:** https://www.linkedin.com/company/rbf-wealth-advisors

## Regulatory record

- **CRD number:** 104771
- **SEC file number:** 801-20351
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104771

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Robert Fogel — President

## Questions

### 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.

## Related profiles

- [RBD Publication](https://altss.com/profile/rbd-publication)
- [RBG Partners](https://altss.com/profile/rbg-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/rbf-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology