News

Robertson Stephens Deepens its Presence in Colorado

Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national wealth management firm with more than $11 billion in assets under management, today announced that Denver-based ALTIUS Financial (“ALTIUS”) has joined the firm, further strengthening its presence in Colorado with its fourth office in the state.

Stuart Katz on “Smart Money Circle” Hosted By Adam Sarhan

Our CIO, Stuart Katz, was recently featured on "Smart Money Circle" hosted by Adam Sarhan, where he shares his experience, philosophy, and outlook on the current market. Thank you to Adam Sarhan for having Stuart. Watch now.

Robertson Stephens Crosses $10 Billion in Assets Under Management, Expands Institutional Consulting Business

New Milwaukee office and six-person team will serve foundations, nonprofits, faith-based organizations, corporations and endowments

From AI infrastructure to GLP-1 Drugs, Here Are Investment Pros’ Favorite Niche ETFs Now

Experts Explain 6 of the Best Assets to Inherit (and Pass on to Loved Ones)

Private placement life insurance draws ultra-wealthy interest

Robertson Stephens Named In Barron’s Top RIAs 2026

Despite Major Risks, Financial Pros Doubt AI Will Be Slowed

Where investors avoiding bonds in brutal selloff are finding new income sources

Robertson Stephens Finalist in Three 2026 ThinkAdvisor Luminaries Awards

“The Private Markets Playbook” by Allocate Institute with Raj Bhattacharyya and Stuart Katz

Week of July 20, 2026 – Weekly Economic Commentary