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Robert Gordon & Associates
Robert Gordon & Associates was founded in 1983 in Springfield, Illinois, and operates as a traditional wealth management practice serving a mix of individual,...
Robert Gordon & Associates
Robert Gordon & Associates was founded in 1983 in Springfield, Illinois, and operates as a traditional wealth management practice serving a mix of individual, business, and institutional clients. The firm's longevity suggests a stable regional franchise, though it does not publicly disclose assets under management or a named lead portfolio manager beyond its founder. The firm provides investment advisory services spanning asset management, financial planning, and portfolio management. Its client base is broadly defined to include individuals, businesses, and institutions, which implies an offering that likely encompasses retirement planning, taxable portfolio construction, and basic institutional consulting. No specific asset classes, direct deals, or co-investment activities are disclosed in public record, pointing to a conventional, service-oriented practice rather than a specialized alternatives allocator. With a sole office in Springfield and no publicly named team members beyond the founder, the firm's geographic and personnel footprint remains narrow. No adjacent vehicles — such as philanthropic foundations, real estate arms, or peer networks — have been identified in public records. What structurally differentiates Robert Gordon & Associates is its opacity and scale in an era of institutional consolidation. The firm has neither a LinkedIn presence nor scrapable website content, positioning it as a legacy local practice. In a landscape dominated by registered investment advisors rolling up regional firms, this Springfield-based entity has maintained a discrete, non-marketing posture that itself constitutes a form of structural independence.
General information
Firm type
Bank / Wealth / Trust
Year founded
1983
Location
Region
North America
Country
United States
City
Springfield
Corporate office
Springfield, IL, United States
Frequently asked questions
Does Robert Gordon & Associates still operate independently?
No. Robert Gordon & Associates merged into Berger Financial Group in 2024 and no longer exists as a separate firm (per the firm's website, 2024). The legacy book of business now sits within Berger's platform.
Who founded Robert Gordon & Associates, and when?
The firm was founded by Robert Gordon in 1983. It operated from Springfield, Illinois for 41 years as a wealth management practice before merging into Berger Financial Group.
What services did RGA provide?
RGA offered investment advisory services including asset management, financial planning, and portfolio management to individuals, businesses, and institutions. Public records do not indicate proprietary funds, co-investment vehicles, or direct private-markets mandates.
Does Berger Financial Group continue RGA's investment strategy?
Berger Financial Group absorbed RGA's client book as part of the 2024 merger. Details of specific strategy continuity have not been publicly disclosed beyond the firm's statement that the merger aimed to increase resources available to clients.
What was the size of RGA's assets under management at the time of the merger?
Robert Gordon & Associates did not publicly disclose assets under management. No regulatory filing or media report has surfaced with a verifiable AUM figure for the firm prior to or at the point of the merger.
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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