About Us
- - - 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.
  - - The Experience
    - Overview
    - Culture of Collaboration
    - Central Resources
    - Empowerment
    - Investments
    - Wealth Planning Solutions
    - Innovative Technology
    - Marketing
  - - 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
      
      Hear from more advisors
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.
  - - Blog
    - Blogs and articles from our leadership team
    - Press
    - Press coverage and breaking news
  - - LATEST RELEASE
      - Robertson Stephens Weekly Commentary – June 23, 2025 June 23, 2025
Contact

About Us
- - - 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.
  - - The Experience
    - Overview
    - Culture of Collaboration
    - Central Resources
    - Empowerment
    - Investments
    - Wealth Planning Solutions
    - Innovative Technology
    - Marketing
  - - 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
      
      Hear from more advisors
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.
  - - Blog
    - Blogs and articles from our leadership team
    - Press
    - Press coverage and breaking news
  - - LATEST RELEASE
      - Robertson Stephens Weekly Commentary – June 23, 2025 June 23, 2025
Contact

Press & Media

Read about our recent press and media in both national and local news.

LATEST RELEASE

Financial advisors taking little mind of Moody’s US downgrade

May 20, 2025

Media Contact

Patty Wanandi 

Email: patricia.wanandi@rscapital.com

Phone: (415) 500-6810

Quarterly Fact Sheet

Recent Press Releases

Robertson Stephens Named Amongst USA Today’s Best Financial Advisory... April 24, 2025

Robertson Stephens Launches Family Office for Select Clients February 24, 2025

Media Coverage

January 16, 2025

Robertson Stephens Ends 2024 with $...

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 under management, marking 45% growth over the preceding 12 months. Last year, Robertson Stephens completed five acquisitions, adding or increasing...

December 31, 2024

Financial Advisors’ 2025 Business...

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...

December 19, 2024

Robertson Stephens Named to Newswee...

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 today that it has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group, which developed...

About Us

Solutions

The Experience

Testimonials

Resources

LATEST RELEASE

About Us

Solutions

The Experience

Testimonials

Resources

LATEST RELEASE

Press & Media

Financial advisors taking little mind of Moody’s US downgrade

Media Contact

Quarterly Fact Sheet

Recent Press Releases

Media Coverage

Robertson Stephens Ends 2024 with $...

Financial Advisors’ 2025 Business...

Robertson Stephens Named to Newswee...

ABOUT US

THE EXPERIENCE

RESOURCES