- 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
- Understanding the Current Market Selloff March 12, 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
- Understanding the Current Market Selloff March 12, 2025
-
-
-
- Contact
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 we rebooted Robertson Stevens seven years ago. In 2024 we grew from $4.9 billion to somewhere around $7.25 billion. And that involved good organic growth, good market growth, and we made five inorganic transactions." Bhattacharyya said. "So one of the key things I’m very focused on is integration of some of the new teams that joined and ensuring that we have a uniformly high quality of client experience across our franchise. The reason we built this firm was to deliver a curated and thoughtful experience for our clients, including investment planning and technology and all of the other things we care about.” Read the full piece here.
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