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Want more time for the work that matters the most to you? We’ll take care of everything from research to tech to marketing, so you can focus on serving your clients and growing your business.

Put our deep management experience and our institutional-level infrastructural support to work to build your success your way.

We solve your greatest business challenges.

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.

  • Interested in streamlining administrative tasks?
  • Want to optimize your tech and operational processes?
  • Ready to unlock the next level of growth?
  • Want access to institution-level investment advice from seasoned professionals?
  • Interested in augmenting your service for HNW clients?
  • Exploring a succession plan?
  • Want to evolve your marketing?

Interested in streamlining administrative tasks?

We help you manage the nuts and bolts of your business.

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.

vikram-chugh
“We have built an end-to-end wealth management platform to streamline advisor's administrative tasks so they can spend more time with clients.”
Vikram Chugh, CFA® , CFP®

Chief Operating Officer

Want to optimize your tech and operational processes?

We make your workflow seamless.

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.

Karen-McClintock
“Our tech stack needed an upgrade. And in the course of looking around at other opportunities, I found that Robertson Stephens had already built it.”
Karen McClintock, CFA®

Wealth Manager

Ready to unlock the next level of growth?

We help you turbocharge your practice.

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.

John Bernabei
“We wanted to go after larger clients, but we found that we had scaled to our limit. We ended up talking to the investment office at Robertson Stephens and, coming from the investing world, we thought their team was world-class.”
John Bernabei, CFP®

Wealth Manager

Want access to institution-level investment advice from seasoned professionals?

We elevate your investment options.

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.

stuart-katz
“We measure our success in the office by one critically important metric: client satisfaction. We dedicate a lot of time creating tax-efficient, fee-efficient portfolios in partnership with our clients.”
Stuart Katz

Chief Investment Officer

Interested in augmenting your service for HNW clients?

We help you exceed client expectations and land new prospects.

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.

Raj Bhattacharyya
“We strive to provide an amazing client experience and a high-quality advisor-focused firm in a team-oriented and collaborative culture.”
Raj Bhattacharyya

Chief Executive Officer

Exploring a succession plan?

We make transition planning easy.

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.

Frank Corrado
“Coming to Robertson Stephens gave our team a tremendous amount of confidence in their capabilities because now they were supported by a much broader firm.”
Frank Corrado, CFP®

Wealth Manager

Want to evolve your marketing?

We build customized strategies to amplify your voice.

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.

Louis Calabrese
“We built marketing at Robertson Stephens to work with each advisor team on their unique marketing plan and help them grow using time-tested marketing tactics.”
Louis Calabrese

Chief Marketing Officer

Ready to have a chat?

Schedule a call with a member of our team to discover your opportunities with Robertson Stephens today.