About Richard Bernstein Advisors
Richard Bernstein Advisors is a company based in New York (United States) founded in 2009 was acquired by Janus Henderson Investors in January 2026.. Richard Bernstein Advisors offers products and services including Global Risk-Balanced Strategy, Global Equity Strategy, and Core Plus Total Return Strategy. Richard Bernstein Advisors operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter New York, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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Latest Funding Round
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Acquired by
Janus Henderson Investors
(Jan 23, 2026)
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Products & Services of Richard Bernstein Advisors
Richard Bernstein Advisors offers a comprehensive portfolio of products and services, including Global Risk-Balanced Strategy, Global Equity Strategy, and Core Plus Total Return Strategy. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
ETF-based portfolio for balanced global risk and return management.
Macro-focused equity strategy using ETFs for market positioning.
Fixed-income approach with ETFs for total return and risk control.
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Funding Insights of Richard Bernstein Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Richard Bernstein Advisors
Richard Bernstein Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Janus Henderson Investors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Multiple sectors are targeted for venture capital investments.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Richard Bernstein Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Richard Bernstein Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Richard Bernstein Advisors Comparisons
Competitors of Richard Bernstein Advisors
Richard Bernstein Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Richard Bernstein Advisors
Frequently Asked Questions about Richard Bernstein Advisors
When was Richard Bernstein Advisors founded?
Richard Bernstein Advisors was founded in 2009.
Where is Richard Bernstein Advisors located?
Richard Bernstein Advisors is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Richard Bernstein Advisors do?
Richard Bernstein Advisors, based in New York, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of investment management services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Richard Bernstein Advisors?
Richard Bernstein Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Richard Bernstein Advisors offer?
Richard Bernstein Advisors offers Global Risk-Balanced Strategy, Global Equity Strategy, and Core Plus Total Return Strategy.
Who are Richard Bernstein Advisors's investors?
Richard Bernstein Advisors has 1 investor. Key investors include Janus Henderson Investors.