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We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
Learn about the rich history of the firm and today’s mission for our clients.
View our national presence with our offices across the country.
Meet our leadership team at the firm and learn how we support advisors.
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.
“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
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.
We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
Learn about the rich history of the firm and today’s mission for our clients.
View our national presence with our offices across the country.
Meet our leadership team at the firm and learn how we support advisors.
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.
“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
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.
We understand the challenges of running your business—and we’re here to take them off your plate, so you can concentrate on landing new prospects and winning for your clients. We’re built to clear those roadblocks from your path with targeted, effective solutions. Join Robertson Stephens and get the resources you need to grow your practice and your client services your way.
Administrative tasks are critical to your business—but they take up a lot of the time you could be spending on client engagement and business development.
Our support structure lightens the load. We’ve got solutions for managing wealth planning, operations, tech, compliance, finance, and HR so you can get back to the work that really drives your practice.
Chief Operating Officer
Technology can make life much easier—but inefficient systems can really slow you down. We’ve got the expertise to get you moving fast and with confidence.
We’ve built a stack of customized tech solutions to streamline your workflow—and we’ve got the human support to help you integrate them into your practice. We’ll help your team work smarter so they can focus on your clients.
Wealth Manager
You’ve worked hard to win your success—and you’re ready to level up. We’ve got the strategies and support to make it happen.
Kick your growth into high gear with exclusive access to our advanced technology, institutional-quality investment solutions, personalized wealth planning, and customized marketing strategies.
Wealth Manager
You’re dedicated to giving your high-net-worth and ultra-high-net worth clients carefully cultivated investment options. Keeping up with what’s available can feel like a full-time job.
Our investment team can empower your practice with robust research, trading support, and insightful materials. That means you can offer a broader range of investment solutions to your clients—and close more new business.
Chief Investment Officer
The high-net-worth client environment is growing and changing—and it requires increasingly sophisticated bespoke strategies.
Our teams offer comprehensive, up-to-the-minute wealth management and planning solutions—plus the tech to keep your clients fully informed. We’ll work with you ensure your clients know their every need is being met.
Chief Executive Officer
Give your team the confidence and support they need to sail through succession planning—and reassure your clients that they’re in good hands for the long haul.
We offer infrastructure, advisement and a supportive culture to ensure a smooth transition when the time is right.
Wealth Manager
In a noisy, crowded marketing environment, we know how to land attention and prospects.
We’ll work with you to develop a marketing strategy that fits your practice and your goals, using expertise that has made us a nationally recognized brand. And we’ll put it into action with a wealth of proven resources and client acquisition tools.
Chief Marketing Officer