- 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
- Economic Commentary – November 3, 2025 November 5, 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
- Economic Commentary – November 3, 2025 November 5, 2025
-
-
-
- Contact
C-Suite Confidential – Wealth Management Sector Insights
How Leading Registered Investment Advisors Balance Organic and Inorganic Growth
Houlihan Lokey recently interviewed our CEO, Raj Bhattacharyya, regarding growth in wealth management.
Growth in wealth management has always been a measure of success, but today’s industry leaders know it’s not just about getting bigger; it’s about creating a multivector approach to growth. The firms setting the pace combine organic growth— bringing in new clients, deepening relationships, and offering new services—with inorganic growth through acquisitions. Organic growth is foundational, but as the assets under management (AUM) threshold for what defines a scaled registered investment advisor (RIA) continues to rise, inorganic activity remains a critical path to staying competitive. A thoughtfully combined strategy of organic and inorganic growth optimizes growth channels while building long-term resilience.
Continue reading Raj's interview >>
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