Richard Bernstein Advisors

Richard Bernstein Advisors company information, Employees & Contact Information

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
Email
in****@****ors.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Keywords
customized.
HQ
New York, NY
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News

Historically Confident Investors Meet Historically Uncertain World - ETF Trends

Historically Confident Investors Meet Historically Uncertain World ETF Trends

Richard Bernstein Advisors Recognized as One of the Best Financial Advisory Firms of 2023 by USA Today and Wins Envestnet Asset Manager Award - PR Newswire

Richard Bernstein Advisors Recognized as One of the Best Financial Advisory Firms of 2023 by USA Today and Wins Envestnet Asset Manager Award PR Newswire

Charts for the Beach 2025 - ETF Database

Charts for the Beach 2025 ETF Database

Fade the Election – Part 2: Debt & Deficits - ETF Trends

Fade the Election – Part 2: Debt & Deficits ETF Trends

Narrow Markets Are the Exception, Not the Rule - ETF Database

Narrow Markets Are the Exception, Not the Rule ETF Database

Richard Bernstein Advisors hires Michael Contopoulos as Director of Fixed Income - PR Newswire

Richard Bernstein Advisors hires Michael Contopoulos as Director of Fixed Income PR Newswire

Richard Bernstein Advisors names Dan Suzuki Deputy CIO - PR Newswire

Richard Bernstein Advisors names Dan Suzuki Deputy CIO PR Newswire

RBA Fixed Income Insights: These are not the recession signals you’re looking for - ETF Trends

RBA Fixed Income Insights: These are not the recession signals you’re looking for ETF Trends

Richard Bernstein Advisors AUM surpasses $5 Billion - PR Newswire

Richard Bernstein Advisors AUM surpasses $5 Billion PR Newswire

Richard Bernstein Advisors (RBA) funds scholarship at Spelman College to promote diversity in the asset management industry - PR Newswire

Richard Bernstein Advisors (RBA) funds scholarship at Spelman College to promote diversity in the asset management industry PR Newswire

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