Award recognizes the firm’s impact and commitment to delivering excellent client service.
SAN FRANCISCO, Dec. 19, 2024—Robertson Stephens (“Robertson Stephens”), a $7 billion registered investment advisor, announced today that it has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group, which developed its list by conducting a large-scale study based on an analysis of more than 15,000 SEC-registered financial advisories.
“We are honored to be recognized by Newsweek as one of America’s Top Financial Advisory firms in 2025,” said Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens. “This recognition is a validation of our commitment to providing our clients with differentiated advice alongside comprehensive wealth plans and tailored investment portfolios that help address their needs, goals and legacies.”
“In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. Newsweek and market-data research firm Plant-A Insights are proud to introduce America’s Top Financial Advisory Firms 2025, highlighting companies that exemplify what it means to be a financial leader in today’s market.” – Nancy Cooper – Global Editor in Chief – Newsweek.
Robertson Stephens paid no fee to obtain recognition but has paid a licensing fee to Plant-A Insights Group to reference its appearance on the rankings list.
About Robertson Stephens
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 AUM is as of November 2024. More information about America’s Top Financial Advisory Firms 2025 is available at https://plant-a.com/top-financial-advisor-1. For more information about Robertson Stephens, please visit: https://www.rscapital.com.
Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists. See Awards Disclosures
Questions
How Does Robertson Stephens Manage Investments?
We build personalized portfolios based on your specific situation, including your risk tolerance, tax sensitivity, liquidity needs, and values. We use a disciplined approach that balances long-term growth strategies with short-term opportunities when they make sense. We continuously monitor your investments and adjust as needed, drawing on institutional-quality research and due diligence.
What Is Robertson Stephens’ Investment Philosophy?
Our investment philosophy focuses on protecting and growing your wealth through a disciplined, diversified approach that’s tailored to your specific situation — your risk tolerance, tax needs, and values. We blend long-term strategic investing with tactical opportunities when they make sense, using both public and private markets where appropriate.
Is Robertson Stephens Fee-Only, Fee-Based, or Commission-Based?
We work on a fee-based model, which means our compensation is tied to the assets we manage for you rather than commissions on products we sell. This aligns our interests with yours — when your portfolio grows, we do better too. The specific fee structure varies by client based on your situation and needs.
