# Robert Gordon & Associates

Robert Gordon & Associates is a Bank / Wealth / Trust based in Springfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Springfield, United States
- **Region:** North America
- **Address:** Springfield, IL, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** rga-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/robert-gordon-and-associates

## Regulatory record

- **Reports private funds:** No

## About

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 provides investment advisory services spanning asset management, financial planning, and portfolio management. 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.

## 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.

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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