Overview
Assets Under Management: $67.0 billion
High-Net-Worth Clients: 9,972
Average Client Assets: $3 million
Frequently Asked Questions
RATHBONES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124925), RATHBONES is subject to fiduciary duty under federal law.
RATHBONES serves 9,972 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, RATHBONES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
RATHBONES manages $67.0 billion in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, RATHBONES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9,972
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 130,105
Discretionary Accounts: 105,347
Non-Discretionary Accounts: 24,758
Regulatory Filings
CRD Number: 124925
Filing ID: 2027960
Last Filing Date: 2025-12-03 11:43:06
Website: 18