Overview

Rubicon Advisors is an RIA/Hybrid on the LPL platform. We have offices in Redding CA, Roseville CA and Las Vegas NV. Our current intended expansion includes OR, WA, AZ and NM, as well as adding to our existing footprint in CA and NV; however, we are open to discussion outside that geography where we find a strong cultural fit.

We have assisted advisors in transitioning from other independent BDs, RIAs, Banks, Regional and Wirehouse firms. Our Leadership team has deep experience in wealth management, with over 130 years combined tenure in multiple roles and markets.

We are in a unique position to offer assistance and infrastructure to your business. We pride ourselves in being able to deliver a personal level of service that is challenging for larger OSJs.

Please feel free to message any questions you may have and/or coordinate an exploratory call.

We are open to acquire or merge practices with NextGen or Retiring advisors.

Thank you for considering Rubicon Advisors as your new partner!

Last Activity
6 months or more

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