Robertson Stephens Reaches $8 Billion in Assets
Two Wealth Management Teams help extend the firm’s presence in the Northeast Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) exceeds $8 billion in client assets, while also growing its national Robertson Stephens Continues Its Growth in New York
Wealth Manager Leah Hokenson Joins Robertson Stephens New York Office Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its presence in New York. Leah Hokenson joins as Managing
Financial advisors taking little mind of Moody’s US downgrade
Chief Investment Officer Stuart Katz was featured in InvestmentNews discussing market reaction to Moody’s downgrade of the U.S. credit outlook. “We believe rates will be higher for longer while the Fed is in the Robertson Stephens Named Amongst USA Today’s Best Financial Advisory Firms for Third Consecutive Year
Robertson Stephens Ranked 16th out of 500 Firms SAN FRANCISCO, April 24, 2025—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $7 billion in Robertson Stephens Launches Family Office for Select Clients
SAN FRANCISCO, Feb. 24, 2024—Robertson Stephens today announced that it has hired Bruce Stewart to launch a family office that will serve select ultra-high-net-worth clients who have outgrown a multi-family office Robertson Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
SAN FRANCISCO | January 16, 2025 10:00 AM Eastern Standard Time Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2024 with $7.1 billion in advisory assets
Financial Advisors’ 2025 Business Goals: From M&A to Training
Chief Executive Officer Raj Bhattagharyya was featured in Barron’s ‘Financial Advisors’ 2025 Business Goals: From M&A to Training.’ “This will be a very important year for us. We had our largest growth since Robertson Stephens Named to Newsweek’s America’s Top Financial Advisory Firms 2025
Award recognizes the firm’s impact and commitment to delivering excellent client service. SAN FRANCISCO, Dec. 19, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a $7 billion registered investment advisor, announced Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations
Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity San Francisco, CA – September 10, 2024 – Robertson Stephens