Robertson Stephens Wealth Management, LLC Named In Barron’s Top RIAs 2026
Proud to share that Robertson Stephens Wealth Management, LLC has been named to Barron’s Top RIAs 2026 — our third consecutive year on the list (2024, 2025, 2026). This recognition reflects the trust our clients place in us and the dedication of all of our employees every day. Thank you to Barron’s, our clients, and […]
Robertson Stephens Wealth Management, LLC Finalist in Three 2026 ThinkAdvisor Luminaries Awards
We are excited to share that Robertson Stephens Wealth Management, LLC has been nominated as finalists for three ThinkAdvisor Luminaries Awards categories. This accomplishment is a reflection of our team’s commitment to excellence and forward thinking in this always-evolving industry. Looking forward to the winning announcements in December! RIAs – Less Than $10 Billion AUM/AUA: […]
Stuart Katz on “Money Life with Chuck Jaffe”
Our CIO, Stuart Katz, sat down for a new podcast episode of “Money Life with Chuck Jaffe”, digging into where markets stand today. Listen now: Listen to the Podcast Now
“The Private Markets Playbook” by Allocate Institute with Raj Bhattacharyya and Stuart Katz
How do leading wealth managers thoughtfully incorporate alternatives into client portfolios? In the latest Allocate podcast episode of The Private Markets Playbook, Raj Bhattacharyya and Stuart Katz share insights on private markets, portfolio construction, and the growing role of AI in wealth management. Why Most Firms Miss on Alts: It’s NOT the Product, It’s the Plumbing […]
Bloomberg Asia Trade: Jeanette Garretty Feature – July 2, 2026
Our Chief Economist, Jeanette Garretty was recently featured again on Bloomberg: The Asia Trade, where she gave her outlook on the U.S. economy. Watch now to hear more of Jeanette’s insights.
Robertson Stephens Wealth Management, LLC Named To USA Today’s Best Financial Advisory Firms for Fourth Consecutive Year
Robertson Stephens Wealth Management, LLC moved up five spots from last year, ranking 11th out of 1,000 eligible firms SAN FRANCISCO, April 15, 2026—For the fourth consecutive year, Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), a national boutique wealth management firm that manages more than $8.7 billion in client assets, has been named to USA Today’s Best Financial Advisory Firms in 2026—placing 11th out of […]
The History and Future of the Family Office – No longer just For Billionaires
By Michael Tierney, April 12, 2023 Let’s start by looking back at the evolutionary arc of the family office concept in U.S. history, from the 19th century industrial revolution to today’s digital revolution. Over that time, we observed the beginnings of some of the first family offices that were very expensive to run and maintain. […]
2021 Investment and Economic Outlook Webinar
December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar
2020 T3 Conference CEO Panel with Raj Bhattacharyya
CEO Raj Bhattacharyya participated in the 2020 T3 Conference CEO Panel discussing the pandemic and its effects on the wealth management industry. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does […]
Wall St Week Ahead-Biden Victory? Disputed election? Wall Street Prices in November Outcomes
Reuters David Randall and Saqib Iqbal Ahmed, August 16, 2020 Our Chief Investment Officer and Chief Executive Officer, Stuart Katz, shared his insights on the affect of a Biden administration with David Randall of Reuters. A proposed corporate tax rate increase to 28% could shave about 5.5% off 2021 S&P 500 earnings, lower capital spending […]
Advisors Turn to Alts in Rocky 2020
Citywire Jake Martin, Reporter, July 22, 2020 Chief Investment Officer and Chief Executive Officer, Stuart Katz discussed why qualified investors should be considering complimenting a core public investment portfolio with alternatives. Stuart Katz, chief executive and chief investment officer of Robertson Stephens Wealth Management, LLC, a $1.2bn San Francisco RIA, said the growing demand for […]
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Chief Investment Officer Larry Light, Markets Editor, July 7, 2020 Chief Economist, Jeanette Garretty shares her insights on the chances of an inflation spike after the pandemic recession has ended. In other words, a lot of the Washington provided liquidity is trapped in bank coffers or in financial assets. Which is another way of saying […]