Richard Bernstein Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1251 Avenue of the Americas Ste 4102, Ne...

Phone Number

(212) 692-4088

Revenue

$22.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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1
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2

About Richard Bernstein Advisors

Richard Bernstein Advisors LLC is an investment manager specializing in long-term investment strategies that integrate macroeconomic analysis with quantitative portfolio construction. The firm offers a range of tactical ETF-only solutions tailored to various investment objectives and risk tolerances, utilizing a top-down macroeconomic research approach. Their services cater to financial advisors, institutional investors, and individual clients, providing actively managed portfolios and thematic ETFs. RBA's unique 'Pactive' investing strategy focuses on managing passive investments to uncover hidden opportunities in the market.Explore more
Richard Bernstein Advisors's Social MediaPopular SearchesRichard Bernstein Advisors LLCRichard Bernstein AdvisorsRichard BernsteinRichard Bernstein Advisors - LLCRichard Berenstein CapitalSIC Code 62,628NAICS Code 52,523Show more

Richard Bernstein Advisors Org Chart

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JR
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Chief Technology Officer

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EK
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Director, Research

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MG
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Director, Investments & Risk Management

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SG
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Director, SMA Model Specialist

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Director, SMA Model Specialist

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Director of ETFs

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Richard Bernstein Advisor...

$22.2M
11-50
Private
-
2009
JR
John ReaganChief Technology Officer
$8.6M
11-50
Private
<$5M
1988
BN
Beck NygardSenior Vice President, Wealth Advisor
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Richard Bernstein Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Richard Bernstein Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Richard Bernstein Advisors.

Richard Bernstein Advisors Tech Stack

A closer look at the technologies used by Richard Bernstein Advisors

Most Recent Scoops

Event
Person-Based
Earnings, Events, Spending/Investment, Financial Planning, Forecasting, Artificial Intelligence, Business Finance, Finance, Risk, Podcast
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Person-Based
Michael Contopoulos, Deputy Chief Investment Officer, appeared on a podcast called "The Credit Edge by Bloomberg Intelligence" on 01/08/2026. Topics discussed include Investment Bubble, Tech Risks, Credit Markets.
Events, Podcast
Award
New Hire
Executive Move
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Richard Bernstein Advisors News & Media

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Frequently Asked Questions Regarding Richard Bernstein Advisors

What is Richard Bernstein Advisors's official website?
Richard Bernstein Advisors's official website is www.rbadvisors.com
What is Richard Bernstein Advisors's Revenue?
Richard Bernstein Advisors's revenue is $22.2 Million
What is Richard Bernstein Advisors's SIC code?
Richard Bernstein Advisors's SIC: 62,628
What is Richard Bernstein Advisors's NAICS code?
Richard Bernstein Advisors's NAICS: 52,523
How many employees does Richard Bernstein Advisors have?
Richard Bernstein Advisors has 11-50 employees
What industry does Richard Bernstein Advisors belong to?
Richard Bernstein Advisors is in the industry of: Finance, Securities Trading
What is Richard Bernstein Advisors competition?
Richard Bernstein Advisors top competitors include: NorthCoast Asset Management, The Institute for Wealth Management, Evanson Asset Management, Columbus Macro
What companies has Richard Bernstein Advisors acquired?
Richard Bernstein Advisors has acquired the companies: THB Asset Management, RS Investments, Oak Value Capital Management, Oak Value Fund
What technology does Richard Bernstein Advisors use?
Some of the popular technologies that Richard Bernstein Advisors uses are: Sentry, F5 BIG-IP Platform, Google Tag Manager, Network Solutions SSL Certificates
Who is the CTO of Richard Bernstein Advisors?
Richard Bernstein Advisors's CTO is John Reagan
How do I contact Richard Bernstein Advisors?
Richard Bernstein Advisors contact info: Phone number: (212) 692-4088 Website: www.rbadvisors.com
What does Richard Bernstein Advisors do?

Richard Bernstein Advisors LLC is an investment manager specializing in long-term investment strategies that integrate macroeconomic analysis with quantitative portfolio construction. The firm offers a range of tactical ETF-only solutions tailored to various investment objectives and risk tolerances, utilizing a top-down macroeconomic research appr... oach. Their services cater to financial advisors, institutional investors, and individual clients, providing actively managed portfolios and thematic ETFs. RBA's unique 'Pactive' investing strategy focuses on managing passive investments to uncover hidden opportunities in the market.Read More

What are Richard Bernstein Advisors social media links?
Richard Bernstein Advisors Linkedin page Richard Bernstein Advisors Twitter page
Is Richard Bernstein Advisors a public company?
Richard Bernstein Advisors is private company therefore does not currently have an official ticker symbol
See more information about Richard Bernstein Advisors

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