Raj Bhattacharyya on How Robertson Stephens Built a Best-of-Breed Wealth Management Tech Stack
Our CEO, Raj Bhattacharyya, was recently featured on the “Wealth Tech Today” podcast! During the podcast, Raj breaks down how Robertson Stephens built a best-of-breed wealth management tech stack —
Robertson Stephens Ranks #11 on USA Today’s Best Financial Advisory Firms of 2026
Robertson Stephens has been ranked #11 out of 1,000 on USA Today’s Best Financial Advisory Firms of 2026, climbing five spots from its #16 ranking in 2025. Now in its fourth year, the Roberston Stephens Ends 2025 with $8.7 Billion in Assets
SAN FRANCISCO, February 4, 2026—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2025 with $8.7 billion in advisory assets under management, marking 23% growth over the 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 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