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
      - Advisors Seeking an Independent RIA to Build Their Business: 7 Reasons to Join Robertson Stephens February 18, 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
      - Advisors Seeking an Independent RIA to Build Their Business: 7 Reasons to Join Robertson Stephens February 18, 2025
Contact

Press & Media

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

LATEST RELEASE

Robertson Stephens Ends 2024 with $7.1 Billion in Assets, Ma...

January 16, 2025

Media Contact

Patty Wanandi 

Email: patricia.wanandi@rscapital.com

Phone: (415) 500-6810

Quarterly Fact Sheet

Recent Press Releases

Financial Advisors’ 2025 Business Goals: From M&A to Training December 31, 2024

Robertson Stephens Named to Newsweek’s America’s Top Financial Adv... December 19, 2024

Media Coverage

November 12, 2024

Robertson Stephens Adds Industry Ve...

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 Wealth Management, LLC (“Robertson Stephens”), a rapidly growing national registered investment advisor (RIA) with over $6.5 billion in AUM, has...

October 8, 2024

Robertson Stephens Opens 1st Office...

CAFG Private Wealth joins Robertson Stephens, opens new office in North Barrington, IL. SAN FRANCISCO, October 8, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") is pleased to announce the acquisition of CAFG Private Wealth, a registered investment advisor managing over $240 million in assets and specializing in comprehensive financial planning and...

July 30, 2024

Robertson Stephens Opens 3rd Office...

Ratio Wealth Group joins Robertson Stephens, opens new office in Denver. SAN FRANCISCO, July 30, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") announced its fourth acquisition of 2024 and strategically expanded its presence in Colorado with the addition of Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in...

About Us

Solutions

The Experience

Testimonials

Resources

LATEST RELEASE

About Us

Solutions

The Experience

Testimonials

Resources

LATEST RELEASE

Press & Media

Robertson Stephens Ends 2024 with $7.1 Billion in Assets, Ma...

Media Contact

Quarterly Fact Sheet

Recent Press Releases

Media Coverage

Robertson Stephens Adds Industry Ve...

Robertson Stephens Opens 1st Office...

Robertson Stephens Opens 3rd Office...

ABOUT US

THE EXPERIENCE

RESOURCES