- About Us
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About Us
We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
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- Mission & History
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Learn about the rich history of the firm and today’s mission for our clients.
- Offices
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View our national presence with our offices across the country.
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- Leadership
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Meet our leadership team at the firm and learn how we support advisors.
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- Solutions
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Solutions
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
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Testimonials
“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
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- Why Us
- Resources
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Resources
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
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LATEST RELEASE
- Understanding the Current Market Selloff March 12, 2025
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- Contact
- About Us
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About Us
We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
-
- Mission & History
-
Learn about the rich history of the firm and today’s mission for our clients.
- Offices
-
View our national presence with our offices across the country.
-
- Leadership
-
Meet our leadership team at the firm and learn how we support advisors.
-
-
- Solutions
-
-
Solutions
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
-
Testimonials
“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
-
-
- Why Us
- Resources
-
-
Resources
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
-
-
LATEST RELEASE
- Understanding the Current Market Selloff March 12, 2025
-
-
-
- Contact
Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms
March 13, 2024 – Chief Investment Officer Stuart Katz was featured in Barron’s ‘Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms.’ “The investment process can be very time consuming with regard to sourcing, evaluating, and underwriting investments,” Katz said. “Opto Investments’ technology solution has empowered our investment office and our advisors in a way that helps create time.” Read the full piece here: https://bit.ly/43eUyyx
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