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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RBF WEALTH ADVISORS

ROMAN BUTLER FULLERTON & CO, CRD 104771

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fbfe51ba-a4b3-8d01-8c57-a71f6c223677

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 0
Observed: Jan 25, 2012 to Aug 19, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $716MItem 5.F on the latest filing (2026-08-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $716M
Private client RAUM: $672MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $59.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,421
Individual clients: 971
High net worth clients: 273
Custody, client assets: $349M
SEC number: 801-20351
CIK: 733444
CRD: 104771
Filings on the tape: 37
First filed: Jan 25, 2012
Latest filed: Aug 19, 2026
Organised: Corporation, MO
Website: dentalwealthrx.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT WILLIAM BUTLER	n/a	ST. LOUIS, MO	22	44	n/a	no
PAUL THOMAS FULLERTON	n/a	ST. LOUIS, MO	20	33	n/a	yes
ANTHONY EDWARD KALINOWSKI	Certified Financial Planner	ST. LOUIS, MO	16	39	2	no
AARON MICHAEL WARD	n/a	ST. LOUIS, MO	16	20	1	yes
CHRISTOPHER JAMES BURKE	Certified Financial Planner	ST. LOUIS, MO	16	34	3	yes
MARK DEVIN JOHNSON	n/a	ST. LOUIS, MO	13	31	3	no
Travis Grasser	n/a	ST. LOUIS, MO	4	11	n/a	no
Nathaniel Thomas Gilman	Certified Financial Planner	ST. LOUIS, MO	3	10	1	no
Michael Meara	n/a	ST. LOUIS, MO	3	25	4	no
Blake Clynes	Certified Financial Planner	ST. LOUIS, MO	2	10	1	no
Nathan Rivera	n/a	ST. LOUIS, MO	1	18	n/a	no
Paul Thomas Fullerton	Certified Financial Planner	ST. LOUIS, MO	0	15	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KALINOWSKI, ANTHONY, EDWARD	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	02/2010	Jan 25, 2012	Nov 20, 2024
FULLERTON, PAUL, THOMAS	VICE PRESIDENT/SECRETARY	A	no	10/2003	Jan 25, 2012	Nov 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$716M	$716M	17	16	0	n/a	n/a
2024	Feb 10, 2025	$648M	$647M	18	17	0	n/a	n/a
2023	Feb 9, 2024	$517M	$517M	18	17	0	n/a	n/a
2022	Feb 9, 2023	$435M	$430M	17	17	0	n/a	n/a
2021	Mar 18, 2022	$479M	$473M	11	11	0	n/a	n/a
2020	Feb 25, 2021	$432M	$426M	9	9	0	n/a	n/a
2019	Mar 30, 2020	$373M	$368M	11	6	0	n/a	n/a
2018	Mar 12, 2019	$334M	$328M	12	7	1	n/a	n/a
2017	Mar 8, 2018	$383M	$371M	10	10	1	n/a	n/a
2016	Mar 15, 2017	$259M	$246M	10	10	n/a	n/a	n/a
2015	Mar 29, 2016	$208M	$196M	10	10	n/a	n/a	n/a
2014	Apr 1, 2015	$240M	$227M	10	10	n/a	n/a	n/a
2013	Mar 19, 2014	$223M	$209M	10	10	n/a	n/a	n/a
2012	Mar 26, 2013	$185M	$166M	9	6	n/a	n/a	n/a
2011	Mar 30, 2012	$168M	$150M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$716M	$648M	10.6%	$435M	18.0%	17	18	0	0

Relationships

Registered with (13)

← Paul Thomas FullertonAdvisorregistration: current employment
Aug 26, 2026 to presentfactForm ADV
← Nathan RiveraAdvisorregistration: current employment
May 2, 2025 to presentfactForm ADV
← Blake ClynesAdvisorregistration: current employment
Jun 3, 2024 to presentfactForm ADV
← Michael MearaAdvisorregistration: current employment
Feb 1, 2023 to presentfactForm ADV
← Nathaniel Thomas GilmanAdvisorregistration: current employment
Dec 21, 2022 to presentfactForm ADV
← Travis GrasserAdvisorregistration: current employment
Jun 21, 2022 to presentfactForm ADV
← MARK DEVIN JOHNSONAdvisorregistration: current employment
Jan 25, 2013 to presentfactForm ADV
← CHRISTOPHER JAMES BURKEAdvisorregistration: current employment
Aug 3, 2010 to presentfactForm ADV
← AARON MICHAEL WARDAdvisorregistration: current employment
Aug 2, 2010 to presentfactForm ADV
← ANTHONY EDWARD KALINOWSKIAdvisorregistration: current employment
May 13, 2010 to presentfactForm ADV
← PAUL THOMAS FULLERTONAdvisorregistration: current employment
Apr 18, 2006 to presentfactForm ADV
← ROBERT WILLIAM BUTLERAdvisorregistration: current employment
Oct 31, 2003 to presentfactForm ADV
← KEVIN JOSEPH LANGAdvisorregistration: previous registration
Oct 30, 1997 to Apr 3, 2006factForm ADV

Controls (1)

← KALINOWSKI, ANTHONY, EDWARDOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 25, 2012 to Nov 20, 2024factForm ADV

Owns (1)

← FULLERTON, PAUL, THOMASOwnerVICE PRESIDENT/SECRETARY, ownership code A, individual
Jan 25, 2012 to Nov 20, 2024factForm ADV

Dated events

Occurred
Feb 10, 2025
Regulatory AUM changed
Rbf Wealth Advisors reported RAUM $647.7M, up 25% from $517.5M (2024-11-20 to 2025-02-10)
Form ADVobserved 6 days ago
$130M
Occurred
Mar 8, 2018
Regulatory AUM changed
Rbf Wealth Advisors reported RAUM $383.3M, up 48% from $259.1M (2017-03-15 to 2018-03-08)
Form ADVobserved 6 days ago
$124M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fbfe51ba-a4b3-8d01-8c57-a71f6c223677
First observed: Jan 25, 2012
Last observed: Aug 19, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RBF WEALTH ADVISORS

ROMAN BUTLER FULLERTON & CO, CRD 104771

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fbfe51ba-a4b3-8d01-8c57-a71f6c223677

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT WILLIAM BUTLER

n/a

ST. LOUIS, MO

n/a

PAUL THOMAS FULLERTON

n/a

ST. LOUIS, MO

n/a

yes

ANTHONY EDWARD KALINOWSKI

Certified Financial Planner

ST. LOUIS, MO

AARON MICHAEL WARD

n/a

ST. LOUIS, MO

yes

CHRISTOPHER JAMES BURKE

Certified Financial Planner

ST. LOUIS, MO

yes

MARK DEVIN JOHNSON

n/a

ST. LOUIS, MO

Travis Grasser

n/a

ST. LOUIS, MO

n/a

Nathaniel Thomas Gilman

Certified Financial Planner

ST. LOUIS, MO

Michael Meara

n/a

ST. LOUIS, MO

Blake Clynes

Certified Financial Planner

ST. LOUIS, MO

Nathan Rivera

n/a

ST. LOUIS, MO

n/a

Paul Thomas Fullerton

Certified Financial Planner

ST. LOUIS, MO

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KALINOWSKI, ANTHONY, EDWARD

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

02/2010

Jan 25, 2012

Nov 20, 2024

FULLERTON, PAUL, THOMAS

VICE PRESIDENT/SECRETARY

10/2003

Jan 25, 2012

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$716M

n/a

2024

Feb 10, 2025

$648M

$647M

n/a

2023

Feb 9, 2024

$517M

n/a

2022

Feb 9, 2023

$435M

$430M

n/a

2021

Mar 18, 2022

$479M

$473M

n/a

2020

Feb 25, 2021

$432M

$426M

n/a

2019

Mar 30, 2020

$373M

$368M

n/a

2018

Mar 12, 2019

$334M

$328M

n/a

2017

Mar 8, 2018

$383M

$371M

n/a

2016

Mar 15, 2017

$259M

$246M

n/a

2015

Mar 29, 2016

$208M

$196M

n/a

2014

Apr 1, 2015

$240M

$227M

n/a

2013

Mar 19, 2014

$223M

$209M

n/a

2012

Mar 26, 2013

$185M

$166M

n/a

2011

Mar 30, 2012

$168M

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$716M

$648M

10.6%

$435M

18.0%