SAN FRANCISCO, Jan. 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2024 with $7.1 billion in advisory assets under management, marking 45% growth over the preceding 12 months. Last year,
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Robertson Stephens Named to Newsweek’s America’s Top Financial Advisory Firms 2025
Award recognizes the firm’s impact and commitment to delivering excellent client service. SAN FRANCISCO, Dec. 19, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens"), a $7 billion registered investment advisor, announced today
Robertson Stephens Opens 1st Office in Greater Chicago Area, Hits $7 Billion in AUM
CAFG Private Wealth joins Robertson Stephens, opens new office in North Barrington, IL. SAN FRANCISCO, October 8, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") is pleased to announce the acquisition of CAFG Private Wealth,
Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations
Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity San Francisco, CA – September 10, 2024 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”),
WEALTHTALK – Building A Business Through Intelligent Acquisition, Organic Growth
CEO Raj Bhattacharyya appeared on WealthTalk by Family Wealth Report discussing the firm's strategy, growth, and approach to mergers and acquisitions. Watch the full episode here: https://tinyurl.com/562eaar7
Robertson Stephens Opens 3rd Office in Colorado
Ratio Wealth Group joins Robertson Stephens, opens new office in Denver. SAN FRANCISCO, July 30, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") announced its fourth acquisition of 2024 and strategically expanded its presence
Robertson Stephens Opens 1st Office in Oregon, Hits $6 Billion in Client Assets
Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has strategically expanded its presence in the Pacific Northwest by partnering
Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further strengthened its presence in Colorado by welcoming Three
Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens"), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been
Raj Bhattacharyya on NASDAQ TradeTalks
April 1, 2024 - CEO Raj Bhattacharyya appeared on Nasdaq TradeTalks with host Jill Malandrino to discuss “Why M&A Will Play a Pivotal Role in the Wealth Management Industry” – a panel focused on the impact that M&A continues to have in the
