Insights

Established Wealth Management With over four decades of experience and a managing portfolio exceeding 3 billion dollars, Budros, Ruhlin & Roe demonstrates a strong, stable presence in the high net worth and institutional wealth management sector, indicating potential for advanced investment service offerings.

Fiduciary & Transparent Model Operating as a fee-only, fiduciary firm, they prioritize objective advice and transparency, presenting opportunities to introduce innovative fee structures or compliance solutions that align with their high-standard fiduciary commitments.

Recent Acquisition Backing Being acquired by CI Financial Corp. for 4.4 billion dollars signals financial strength and growth ambitions, providing a platform for expanding service portfolios or integrated technology solutions in wealth management.

Market Recognition Recipient of the 2018 Best of Business Award for Private Wealth Management, they are recognized for quality service, making them receptive to premium technology, client engagement tools, or brand enhancement solutions to sustain their market leadership.

Technology Stack & Digital Presence Utilizing digital tools like Google Analytics, Facebook Pixel, and WordPress, they demonstrate a focus on digital marketing and data-driven client insights, opening doors for advanced analytics, marketing automation, or client portal solutions to deepen client engagement.

Budros, Ruhlin & Roe Tech Stack

Budros, Ruhlin & Roe uses 8 technology products and services including AdRoll, Facebook Pixel, WordPress, and more. Explore Budros, Ruhlin & Roe's tech stack below.

  • AdRoll
    Advertising
  • Facebook Pixel
    Analytics
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets

Budros, Ruhlin & Roe's Email Address Formats

Budros, Ruhlin & Roe uses at least 1 format(s):
Budros, Ruhlin & Roe Email FormatsExamplePercentage
First.Last@b-r-r.comJohn.Doe@b-r-r.com
45%
FLast@b-r-r.comJDoe@b-r-r.com
39%
LFirst@b-r-r.comDJohn@b-r-r.com
13%
Last@b-r-r.comDoe@b-r-r.com
3%

Frequently Asked Questions

Where is Budros, Ruhlin & Roe's headquarters located?

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Budros, Ruhlin & Roe's main headquarters is located at 1801 Watermark Drive, Suite 300. The company has employees across 1 continents, including North America.

What is Budros, Ruhlin & Roe's phone number?

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You can contact Budros, Ruhlin & Roe's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Budros, Ruhlin & Roe's official website and social media links?

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Budros, Ruhlin & Roe's official website is b-r-r.com and has social profiles on LinkedIn.

What is Budros, Ruhlin & Roe's SIC code NAICS code?

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Budros, Ruhlin & Roe's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Budros, Ruhlin & Roe have currently?

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As of January 2026, Budros, Ruhlin & Roe has approximately 60 employees across 1 continents, including North America. Key team members include Vp - Director Retirement Plan Services, Sr. Strategist: E. S.Principal And Chief Investment Officer: D. R.Chairman: J. B.. Explore Budros, Ruhlin & Roe's employee directory with LeadIQ.

What industry does Budros, Ruhlin & Roe belong to?

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Budros, Ruhlin & Roe operates in the Financial Services industry.

What technology does Budros, Ruhlin & Roe use?

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Budros, Ruhlin & Roe's tech stack includes AdRollFacebook PixelWordPressTwemojijQueryGoogle Tag ManagerGoogle AnalyticsFacebook.

What is Budros, Ruhlin & Roe's email format?

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Budros, Ruhlin & Roe's email format typically follows the pattern of First.Last@b-r-r.com. Find more Budros, Ruhlin & Roe email formats with LeadIQ.

When was Budros, Ruhlin & Roe founded?

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Budros, Ruhlin & Roe was founded in 1979.

Budros, Ruhlin & Roe

Financial ServicesOhio, United States51-200 Employees

Budros, Ruhlin & Roe, Inc. is a fee-only wealth management firm serving in a fiduciary capacity.  The firm currently manages over $3 billion of assets for clients throughout the country.  Built on a foundation of integrity, we successfully provide comprehensive wealth and portfolio management services to high net worth individuals, including business owners, executives, physicians, professional athletes, and multi-generational families.  Our company also manages investment portfolios for foundations, endowments and employee retirement plans.   We bring a unique, proactive, and collaborative approach to wealth management, which has helped individuals, families, and institutions accomplish their financial goals for more than four decades.

Our clear and transparent fee structure allows you to easily understand the value we add, while aligning our goals with yours.  When you do well, we do well. We do not sell products or receive commissions, and are compensated solely by you.  By serving in a fiduciary capacity, we are held to the highest standard and by law, must place your interests before our own.    You can be certain you will receive objective advice.  We work exclusively for the one who matters most -- you.

Section iconCompany Overview

Headquarters
1801 Watermark Drive, Suite 300
Phone number
Website
b-r-r.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1979
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

    Budros, Ruhlin & Roe's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Budros, Ruhlin & Roe's revenue is estimated to be in the range of $10M$25M

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