Budros Ruhlin & Roe
Finance · Ohio, United States · 51-200 Employees
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Overview
Headquarters
1801 Watermark Dr Ste 300, Columbus, Ohi...Phone Number
(614) 481-6900Website
www.b-r-r.comRevenue
$10.2 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Budros Ruhlin & Roe
Founded in 1979, Budros Ruhlin & Roe is an independent, fee-only wealth management firm serving in a fiduciary capacity offering wealth management, investment management, and retirement plan services. Budros Ruhlin & Roe is located in Ohio.Explore more
Budros Ruhlin & Roe Org Chart
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Budros Ruhlin & Roe is experiencing very low activity levels compared to other companies in the Finance sector.
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Budros Ruhlin & Roe Tech Stack
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Most Recent Scoops
Award
Mergers & Acquisitions (M&A)
New Hire
Executive Move
Scott Rister has been named President. Previously, Rister served as Vice President & General Manager, Schwab Compliance Solutions with Charles Schwab & Co.
Executive Moves, New Hire
Executive Move
Partnership, Board of Directors
Lateral Move
Executive Move
Executive Moves, Lateral Move
Budros Ruhlin & Roe News & Media
CI Financial to Acquire Budros, Ruhlin & Roe, a Leading US$3.4-Billion Ohio-Based Registered Investment Advisor
TORONTO & COLUMBUS, Ohio--(BUSINESS WIRE)---- $CIXX #cigam--CI Financial has agreed to acquire Budros, Ruhlin & Roe, a leading Columbus, Ohio-based wealth management firm with US$3.4 billion in assets.Budros, Ruhlin & Roe, Inc. Named to 2019 Financial Times 300 Top Registered Investment Advisors for the Sixth Consecutive Year
COLUMBUS, Ohio--(BUSINESS WIRE)--Columbus, Ohio-based Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, has been named one of the Financial Times 300 Top Registered Investment Advisors as of June 27, 2019. The list recognizes top independent RIA firms from across the U.S. This is the sixth consecutive year that Budros, Ruhlin & Roe has been named to the list. “WeSamantha Anderson, Wealth Manager at Budros Ruhlin & Roe, Featured in the National Association of Personal Financial Advisors (NAPFA) Radio Media Tour
COLUMBUS, Ohio--(BUSINESS WIRE)--Budros Ruhlin & Roe, Inc. (BRR) is thrilled to announce that Samantha Anderson, CFP®, Wealth Manager, has been selected as a spokesperson for the National Association of Personal Financial Advisors (NAPFA) 2019 Radio Media Tour. The tour kicked off on International Women’s Day, March 8th, and focused on actions to help women achieve financial stability. More than 540,600 listeners tuned in as the interview aired over 100 times on 97 stations across theDaniel Roe, Co-CEO and Chief Investment Officer of Budros Ruhlin & Roe, named to Forbes Best-in-State Wealth Advisor List and Barron’s Top 1,200 Financial Advisor List
COLUMBUS, Ohio--(BUSINESS WIRE)--Budros Ruhlin & Roe, Inc. is excited to announce that Daniel Roe, CFP®, Chief Investment Officer and Co-Chief Executive Officer has been recognized by two prestigious publications, Forbes and Barron’s, for his exemplary financial planning and investment management skills. Forbes ranked Roe as number 8 in the state of Ohio on their Best-in-State Wealth Advisor list. Dan is the sole fee-only, independent advisor from the Columbus area to be named to the top
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Founded in 1979, Budros Ruhlin & Roe is an independent, fee-only wealth management firm serving in a fiduciary capacity offering wealth management, investment management, and retirement plan services. Budros Ruhlin & Roe is located in Ohio.... Read More
