Life at Robertson Stephens
An Advisor’s Perspective on Culture
A Case Study on Our Firm Culture
Read about Michael Ridgeway and the Robertson Stephens firm culture.
Four Things Advisors Looking to Switch Firms Should Look for in the Onboarding Process
With more and more advisors joining independent RIAs (the four major wirehouses experienced a 10% decrease in financial advisor count between 2012-2022, while the the RIA sector saw a 66%
Joining Robertson Stephens: From First Impressions to Full Integration
Hear directly from our wealth advisors on their onboarding experience.
A Case Study on the Onboarding Experience
Read about how Tom Chernesky, CFP®, onboarded his practice when he joined Robertson Stephens.
Families Serving Families: Frank Corrado on What Family Practices Should Look for in a Partner
When Frank Corrado, CPA, CFP®, RLP®, first met the team at Robertson Stephens, he wasn’t looking to join another firm. He and his son, Frankie Corrado, CFP®, RLP, and their
A Case Study on Family Practice
Read about how John Lau, CPA, CFP®, elevated his family-based practice by joining Robertson Stephens.
Partnering with a Family Practice
Hear directly from a father-son advisor team as they reveal the key advantages of joining our firm.
A Case Study on Retirement Plan Consulting
With Rick Tasker, GFS®, AIF®