San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been named to USA Today’s Best Financial Advisory Firms in 2024.
“For two consecutive years, we are proud to have earned a place on USA Today’s list of Best Financial Advisory Firms. This achievement is a testament to our unwavering commitment and relentless efforts in delivering exceptional and personalized wealth management solutions to our clients,” affirmed Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens Wealth Management, LLC. “As the wealth management industry continues to evolve, the importance of partnering with a trusted registered investment advisor (RIA) that prioritizes the client’s best interests becomes increasingly crucial. At Robertson Stephens Wealth Management, LLC, we firmly believe that our clients deserve financial peace of mind, and we are dedicated to delivering the best possible wealth solution tailored to their unique goals and needs.”
According to USA Today, there were approximately 32,600 RIA firms at the end of 2022 that managed about $115 trillion in client assets. The USA TODAY and Statista ranking is based on the short and long-term growth of the companies’ assets under management (AUM) and the number of recommendations they received from clients and peers. Only 500 firms made the list.
Ranked among the top 50 RIAs, Robertson Stephens Wealth Management, LLC has set itself apart through its institutional-quality investment management, comprehensive wealth planning, and innovative digital solutions. Robertson Stephens Wealth Management, LLC’s commitment to providing the highest standard of service is further demonstrated by its most recent addition, in Westport, CT, bolstering its national presence and surpassing the $5 billion milestone in February of this year.
For more information about the USA TODAY Ranking and the full list of firms, please visit their website. Robertson Stephens Wealth Management, LLC has paid no compensation to obtain or use this third-party ranking.
About Robertson Stephens Wealth Management, LLC
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Its mission is to transform the wealth management experience by delivering institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions all within a fiduciary relationship where the client is our highest priority. Robertson Stephens Wealth Management, LLC AUM is as of March 2024. For more information about Robertson Stephens Wealth Management, LLC, please visit: https://rscapital.com.