ROMAN BUTLER FULLERTON & CO
Legal name: RBF WEALTH ADVISORS
CRD #104771 SEC #801-20351 ST. LOUIS, MO 314-997-1652
SEC Registered
Total AUM
$647.7M
Discretionary
$647.3M
Employees
18
Clients
51
Accounts
2,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $647.7M | $647.3M | $400.8K | 18 | 0 |
| Nov 2024 | $517.5M | $517.1M | $364.7K | 18 | 0 |
| May 2024 | $517.5M | $517.1M | $364.7K | 18 | 0 |
| Feb 2024 | $517.5M | $517.1M | $364.7K | 18 | 0 |
| Nov 2023 | $435.3M | $430.4M | $4.9M | 17 | 19 |
| Oct 2023 | $435.3M | $430.4M | $4.9M | 17 | 19 |
| Jun 2023 | $435.3M | $430.4M | $4.9M | 17 | 19 |
| Feb 2023 | $435.3M | $430.4M | $4.9M | 17 | 19 |
| Dec 2022 | $479.2M | $473.3M | $5.9M | 11 | 27 |
| Nov 2022 | $479.2M | $473.3M | $5.9M | 11 | 27 |
| Mar 2022 | $479.2M | $473.3M | $5.9M | 11 | 27 |
| Dec 2021 | $431.9M | $426.1M | $5.8M | 9 | 26 |
| Feb 2021 | $431.9M | $426.1M | $5.8M | 9 | 26 |
| Dec 2020 | $372.9M | $367.6M | $5.3M | 11 | 12 |
| Oct 2020 | $372.9M | $367.6M | $5.3M | 11 | 12 |
| Jun 2020 | $372.9M | $367.6M | $5.3M | 11 | 12 |
| Mar 2020 | $372.9M | $367.6M | $5.3M | 11 | 12 |
| Mar 2019 | $334.4M | $328.1M | $6.3M | 12 | 10 |
| Mar 2018 | $307.5M | $300.5M | $7M | 10 | 10 |
| Mar 2018 | $383.3M | $371.2M | $12.1M | 10 | 10 |
| Mar 2017 | $259.1M | $246.3M | $12.8M | 10 | 400 |
| Mar 2016 | $207.5M | $195.6M | $11.9M | 10 | 400 |
| Feb 2016 | $240M | $226.7M | $13.3M | 10 | 300 |
| Dec 2015 | $240M | $226.7M | $13.3M | 10 | 300 |
| Jun 2015 | $240M | $226.7M | $13.3M | 10 | 300 |
| Apr 2015 | $240M | $226.7M | $13.3M | 10 | 300 |
| Mar 2014 | $222.7M | $208.7M | $14M | 10 | 300 |
| Mar 2014 | $222.7M | $208.7M | $14M | 10 | 300 |
| Mar 2013 | $185.2M | $165.8M | $19.4M | 9 | 300 |
| Apr 2012 | $167.5M | $150M | $17.5M | 6 | 300 |
| Mar 2012 | $167.5M | $150M | $17.5M | 6 | 300 |
| Jan 2012 | $139.5M | $123.2M | $16.3M | 6 | 300 |
| Mar 2011 | $139.5M | $123.2M | $16.3M | 10 | -- |
| Apr 2010 | $98.3M | $81.9M | $16.4M | 5 | -- |
| Mar 2009 | $81.4M | $65.6M | $15.9M | 5 | -- |
| Oct 2005 | $112.8M | $59.1M | $53.7M | 5 | -- |
| Jun 2005 | $112.8M | $59.1M | $53.7M | 5 | -- |
| Jan 2004 | $92.5M | $42.5M | $50M | 10 | -- |
| Dec 2003 | $92.5M | $42.5M | $50M | 10 | -- |
DateFeb 2025
Total AUM$647.7M
Discretionary$647.3M
Non-Disc.$400.8K
Employees18
Clients0
DateNov 2024
Total AUM$517.5M
Discretionary$517.1M
Non-Disc.$364.7K
Employees18
Clients0
DateMay 2024
Total AUM$517.5M
Discretionary$517.1M
Non-Disc.$364.7K
Employees18
Clients0
DateFeb 2024
Total AUM$517.5M
Discretionary$517.1M
Non-Disc.$364.7K
Employees18
Clients0
DateNov 2023
Total AUM$435.3M
Discretionary$430.4M
Non-Disc.$4.9M
Employees17
Clients19
DateOct 2023
Total AUM$435.3M
Discretionary$430.4M
Non-Disc.$4.9M
Employees17
Clients19
DateJun 2023
Total AUM$435.3M
Discretionary$430.4M
Non-Disc.$4.9M
Employees17
Clients19
DateFeb 2023
Total AUM$435.3M
Discretionary$430.4M
Non-Disc.$4.9M
Employees17
Clients19
DateDec 2022
Total AUM$479.2M
Discretionary$473.3M
Non-Disc.$5.9M
Employees11
Clients27
DateNov 2022
Total AUM$479.2M
Discretionary$473.3M
Non-Disc.$5.9M
Employees11
Clients27
DateMar 2022
Total AUM$479.2M
Discretionary$473.3M
Non-Disc.$5.9M
Employees11
Clients27
DateDec 2021
Total AUM$431.9M
Discretionary$426.1M
Non-Disc.$5.8M
Employees9
Clients26
DateFeb 2021
Total AUM$431.9M
Discretionary$426.1M
Non-Disc.$5.8M
Employees9
Clients26
DateDec 2020
Total AUM$372.9M
Discretionary$367.6M
Non-Disc.$5.3M
Employees11
Clients12
DateOct 2020
Total AUM$372.9M
Discretionary$367.6M
Non-Disc.$5.3M
Employees11
Clients12
DateJun 2020
Total AUM$372.9M
Discretionary$367.6M
Non-Disc.$5.3M
Employees11
Clients12
DateMar 2020
Total AUM$372.9M
Discretionary$367.6M
Non-Disc.$5.3M
Employees11
Clients12
DateMar 2019
Total AUM$334.4M
Discretionary$328.1M
Non-Disc.$6.3M
Employees12
Clients10
DateMar 2018
Total AUM$307.5M
Discretionary$300.5M
Non-Disc.$7M
Employees10
Clients10
DateMar 2018
Total AUM$383.3M
Discretionary$371.2M
Non-Disc.$12.1M
Employees10
Clients10
DateMar 2017
Total AUM$259.1M
Discretionary$246.3M
Non-Disc.$12.8M
Employees10
Clients400
DateMar 2016
Total AUM$207.5M
Discretionary$195.6M
Non-Disc.$11.9M
Employees10
Clients400
DateFeb 2016
Total AUM$240M
Discretionary$226.7M
Non-Disc.$13.3M
Employees10
Clients300
DateDec 2015
Total AUM$240M
Discretionary$226.7M
Non-Disc.$13.3M
Employees10
Clients300
DateJun 2015
Total AUM$240M
Discretionary$226.7M
Non-Disc.$13.3M
Employees10
Clients300
DateApr 2015
Total AUM$240M
Discretionary$226.7M
Non-Disc.$13.3M
Employees10
Clients300
DateMar 2014
Total AUM$222.7M
Discretionary$208.7M
Non-Disc.$14M
Employees10
Clients300
DateMar 2014
Total AUM$222.7M
Discretionary$208.7M
Non-Disc.$14M
Employees10
Clients300
DateMar 2013
Total AUM$185.2M
Discretionary$165.8M
Non-Disc.$19.4M
Employees9
Clients300
DateApr 2012
Total AUM$167.5M
Discretionary$150M
Non-Disc.$17.5M
Employees6
Clients300
DateMar 2012
Total AUM$167.5M
Discretionary$150M
Non-Disc.$17.5M
Employees6
Clients300
DateJan 2012
Total AUM$139.5M
Discretionary$123.2M
Non-Disc.$16.3M
Employees6
Clients300
DateMar 2011
Total AUM$139.5M
Discretionary$123.2M
Non-Disc.$16.3M
Employees10
Clients--
DateApr 2010
Total AUM$98.3M
Discretionary$81.9M
Non-Disc.$16.4M
Employees5
Clients--
DateMar 2009
Total AUM$81.4M
Discretionary$65.6M
Non-Disc.$15.9M
Employees5
Clients--
DateOct 2005
Total AUM$112.8M
Discretionary$59.1M
Non-Disc.$53.7M
Employees5
Clients--
DateJun 2005
Total AUM$112.8M
Discretionary$59.1M
Non-Disc.$53.7M
Employees5
Clients--
DateJan 2004
Total AUM$92.5M
Discretionary$42.5M
Non-Disc.$50M
Employees10
Clients--
DateDec 2003
Total AUM$92.5M
Discretionary$42.5M
Non-Disc.$50M
Employees10
Clients--