Join a partnership culture, not a platform provider.
We provide advisors with the resources and capabilities to take their business to the next level.
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.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Michael Ridgeway
Managing Director, Principal
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.
Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the USA Today rankings lists.
WealthBriefing Marketing Awards 2026 Marketing Individual Winner
Louis Calabrese
Chief Marketing Officer
ThinkAdvisor LUMINARIES 2025 CEO of the Year Finalist
Raj Bhattacharyya
Chief Executive Officer, Principal
ThinkAdvisor LUMINARIES 2025 Thought Leader of the Year Finalist
Mallon FitzPatrick
Managing Director, Principal, Head of Wealth Planning
ThinkAdvisor LUMINARIES 2026 CEO of the Year Finalist
Raj Bhattacharyya
Chief Executive Officer, PrincipalFeatured press & insights
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