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 Eaton Vance, where RBA sub-advises the Eaton Vance RBA Equity Strategy Fund and Eaton Vance RBA All-Asset Strategy Fund; 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 an exchange-traded fund available through First Trust Portfolios: the First Trust RBA American Industrial Renaissance® ETF.
RBA was founded in 2009 and is headquartered in New York City.
Company Details
- Employees
- 37
- Founded
- -
- Address
- 1251 Avenue Of The Americas, New York,ny 10020,united States
- Phone
- 212-692-4000
- in****@****ors.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- rbadvisors.com
- Keywords
- customized.
- HQ
- New York, NY
Richard Bernstein Advisors Questions
Richard Bernstein Advisors's helpline number is 212-692-4000
Richard Bernstein Advisors's website is rbadvisors.com
Richard Bernstein Advisors's LinkedIn profile is https://www.linkedin.com/company/richard-bernstein-advisors
Richard Bernstein Advisors has
37 employees.
View email and phone details for 37
employees at Richard Bernstein Advisors.
Richard Bernstein Advisors's industry is
Investment Management
Richard Bernstein Advisors's top competitors are
Kraneshares,
Polen Capital,
Banque Hottinguer,
Blackstone,
Scharf Investments, Llc,
Nuveen, A Tiaa Company,
Dolan Mceniry Capital Management, Llc,
Im Global Partner,
Blackrock,
Merrill Lynch.
Richard Bernstein Advisors's support email address is info@rbadvisors.com
Richard Bernstein Advisors's categories are Investment Management
Richard Bernstein Advisors's founding year is 2009
