Richard Bernstein Advisors Revenue

Investment Management • Manhattan, New York, United States • 21-50 Employees

Richard Bernstein Advisors revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$278,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contacts at Richard Bernstein Advisors

Richard Bernstein

Ceo & Chief Investment Officer

Terry Ober

National Director-Portfolio Specialist Group

Vincent Scozzari

Director Of Product Strategy

Henry Timmons

Director Of Etfs

Philip Goldfarb

Director Of Trading And Operations

Katherine Gross

Director Of National Accounts

Matthew Griswold

Director Of Investments And Risk Management

Joyce Pang

Director Of Investment & Sales Analytics

Company overview

Headquarters	1251 Avenue of the Americas, New York, NY 10020, US
Phone number	+12126924000
Website	rbadvisors.com
NAICS	5231
SIC	672
Founded	2009
Employees	21-50
Socials

Richard Bernstein Advisors Email Formats

Richard Bernstein Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@rbadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@rbadvisors.com	100%

About Richard Bernstein Advisors

Richard Bernstein Advisors LLC (“RBA”) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The Firm manages $16.6 billion (as of June 30, 2025) and is unique in its “top-down” research approach versus the traditional “bottom-up” style of most asset management firms. RBA utilizes proprietary macro indicators to assess market dynamics and then forms portfolios with the assistance of quantitative tools. Portfolios focus on allocating assets across various countries, sectors, size, and style to generate alpha, while minimizing the security selection risk of a more concentrated portfolio. RBA offers sub-advisory services and customized, separately-managed accounts for both their equity and asset allocation strategies. The Firm distributes products through partnerships with some of the world's leading financial institutions, including UBS Wealth Management, Merrill Lynch Wealth Management, Morgan Stanley Wealth Management, Ameriprise Financial, Wells Fargo and select RIA platforms, where RBA provides clients with tailored asset-allocation models comprised of ETFs in discretionary wrap programs; and First Trust Portfolios, where RBA creates equity-income and thematic equity-oriented portfolios in a series of unit investment trusts. Additionally, the Firm manages two indexes, the RBA American Industrial Renaissance® Index and the RBA Quality Income Index. RBA is the index provider for two exchange-traded funds available through First Trust Portfolios: the First Trust RBA American Industrial Renaissance® ETF and the First Trust RBA Deglobalization ETF. RBA was founded in 2009 and is headquartered in New York City.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Richard Bernstein Advisors has 13 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore Richard Bernstein Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2021-08-29	11	N/A

Funding Insights

Number of funding rounds

Richard Bernstein Advisors Tech Stack

Discover the technologies and tools that power Richard Bernstein Advisors's digital infrastructure, from frameworks to analytics platforms.

Salesforce Marketing Cloud Account Engagement

Marketing automation

Salesforce

CRM

Google Tag Manager

Tag managers

Contentful

CMS

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Swiper

JavaScript libraries

Netlify

CDN

Gatsby

JavaScript frameworks

Frequently asked questions

Richard Bernstein Advisors is located in Manhattan, New York, US.

You can reach Richard Bernstein Advisors at +12126924000.

Richard Bernstein Advisors generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Richard Bernstein Advisors has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Richard Bernstein Advisors was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Richard Bernstein Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.