Robertson Stephens is an independent, privately owned firm founded by the very same group of dedicated professionals who built the wealth management business at the original Robertson Stephens. While working at our esteemed predecessor, we applied our knowledge and expertise to managing approximately $40 billion in assets for wealthy individuals, families, endowments and foundations.

A Tradition Re-imagined

Keeping an eye to our valued heritage, we founded Robertson Stephens as a modern, energetic and highly focused investment advisory firm that revitalizes and reintroduces the traditional core competencies into a new vision of providing advice and counsel to high net worth clients and access to institutional level investment opportunities.

A Culture of Collaboration and Service

All of us are passionately client-centric. Service is deeply ingrained in our culture. We are investment professionals with decades of combined experience and a firmly defined belief that our clients benefit from highly focused individual attention unmatched in our industry. Our distinctive, personalized style and interaction with our clients is collaborative, continuous and responsive and assures our clients of an exceptional, confident service experience. 

A Shared Success

The majority of our firm is owned by those of us who work here. This is an important factor in how we do business. It means that our success is aligned – side by side – with our clients' interests. 

The responsibilities of wealth can be challenging and complex. As your advisor, our goal is to protect your interests and allow you to continue to enjoy the life that you have built for yourself and your family.