Advisors Seeking an Independent RIA to Build Their Business: 7 Reasons to Join Robertson Stephens

By John Murray, Principal for Corporate Development

Principal-to-Principal.

At Robertson Stephens, we approach advisors on a principal-to-principal relationship. Advisors join Robertson Stephens to be part of a culture anchored in partnership. Our partnership culture is built upon an economic model, where interests are aligned and advisors become equity owners in the firm.

We operate as a highly collaborative team. We aim to ensure that individual advisors are provided with resources to be successful because they gain leverage by being part of a larger team (please read about Advisor Julie Steinman’s experience).

Particularly if you are an advisor seeking a boutique, yet deeply resourced, independent RIA, Robertson Stephens can help you build your business for years to come. The following are seven reasons to consider joining Robertson Stephens.

One firm culture: Advisors are owners of the firm. Collaboration is foundational to our culture. We have each other’s backs. We share common goals. The success of one advisor is the success of all advisors at Robertson Stephens.

Creativity at scale: We empower advisors to harness creative solutions to serve clients and to grow their practice. Value-add best practices come from across functional areas of the firm. You gain a healthy source of perspectives and ideas. We constantly challenge the status quo of our industry.

Client-centric ethics: At Robertson Stephens, you can count on your colleagues across the firm to have the same sense of urgency as you do. We serve clients with a personalized experience that combines the high touch of firm specializations with dedicated client-focused resources.

Respected brand reputation: Robertson Stephens is a leader in the financial services industry. We honor the legacy of our brand identity at the core of which is our fiduciary relationship with clients. We respect the integrity of the business process and the quality of client service. We are trusted to act in the best interests of our clients. Always.

Institutional investment quality: Clients have access to institutional-quality public and private investments. We believe dynamic asset allocation with a mix of passive and active asset managers serves clients well in the long run. When appropriate, we allocate assets to alternative investments, and we incorporate thematic investment ideas.

Deep industry experience: The 24 advisor teams at Robertson Stephens joined the firm with outstanding careers, serving HNW/UHNW clients. We are well-versed in complex estate planning, pre-transaction liquidity events, retirement plan consulting, divorce planning, and a multitude of other sophisticated wealth management strategies.

Fundamental client solutions: At Robertson Stephens, we recognize a multi-faceted approach to client service. We work with entrepreneurs, executives, and families with generational wealth. We are grounded in fundamentals from which we design custom financial solutions to address the specific goals of clients.

Thank you for considering Robertson Stephens!

Contact us to learn more about partnering with Robertson Stephens.