Join a partnership culture, not a platform provider.
We provide advisors with the resources and capabilities to take their business to the next level.
ABOUT US
Robertson Stephens is a privately owned, national wealth management firm.
We bring together like-minded successful advisors who have spent years building their practice and understand the importance of collaboration, entrepreneurship, and institutional infrastructure within a strong partnership culture. We believe in a fiduciary standard and provide the care and advice that clients deserve. We accomplish this by working with our advisors to add expertise to their practice to expand their service and offering to their clients. We strongly believe we can help build an enhanced practice for advisors who join us.
A partnership culture with a privately-owned national wealth management firm has advantages.
Culture of Collaboration
A culture of partnership, community and collaboration.
Central Resources
Resources to free up your time to focus on growth.
Empowerment
Empowering you to manage your practice, clients and staff your way.
Investments
Institutional-quality investment solutions you can rely on.
Wealth Planning Solutions
Personalized wealth planning solutions to better serve and more easily attract high-net-worth clients.
Innovative Technology
An advanced end-to-end platform with digital solutions customized to fit your needs.
Marketing
Customized marketing plans to help drive engagement and growth.
“Coming to Robertson Stephens gave our team a tremendous amount of confidence in their capabilities because now they were supported by a much broader firm.”
Frank Corrado
CPA, CFP®, RLP
AWARDS & RECOGNITION
Our industry-leading team
From state-recognized top advisors to industry-leading veterans to firm-wide awards, Robertson Stephens fosters a team that consistently garners recognition for its deep expertise. These accolades, bestowed by respected industry associations and prominent, well-known publications, are a testament to our unwavering commitment to exceptional service and financial advice for our advisors and clients.
BEST FINANCIAL ADVISORY FIRMS
USA TODAY, 2024
Wealth Solution Report's 2023 Top Wealth Management CMOs
Louis Calabrese
Chief Marketing Officer
THINKADVISORS's 2023 Luminaries Finalist
Mallon FitzPatrick
Managing Director, Principal, Head of Wealth Planning
Wealthmanagement.com 2024 CTO of The Year Finalist
Vikram Chugh
Chief Operating Officer, Principal
RESOURCES
Featured press & insights
Have questions?
Are you interested in learning about Robertson Stephens? Connect with us.