The firm ranked #7 on the list, recognized for its rapid national growth
San Francisco, CA – August 4, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has been featured in ‘FA Mag’s Top 50 Fastest – Growing RIA Firms’, ranking at number seven. The list of Top 50 Fastest-Growing Firms measures growth of assets under management between December 31, 2020 and December 31, 2021. Robertson Stephens continues to grow both organically and inorganically with the ranking recognizing the firm’s 87.5 percent growth in assets. This is the second consecutive year that Robertson Stephens has been recognized as a Fastest Growing firm, previously placing #37 in 2021.
For more information on Robertson Stephens, please visit https://rscapital.com/what-we-do/.
“We are honored to be recognized as one of the fastest growing RIA firms. This recognition is a testament to the accelerated growth our firm has experienced over the last few years,” said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens, “Our growth exemplifies our clients’ evolving need for independent advice as well as sophisticated products and services. We will continue to grow and adapt our firm to our clients’ needs, ensuring they receive the most comprehensive wealth planning and investment advice. I look forward to seeing what the future holds for Robertson Stephens as we continue to serve our clients and grow our firm.”
About the Research Process
RIA firms applied for consideration to be included in the 2022 Financial Advisor RIA Ranking and Top 50 Fastest-Growing Firms. Firms are evaluated based on over 50 datapoints provided during the application process. The ranking methodology includes 2021 year-end discretionary and non-discretionary assets under management, percentage of growth in assets from 2020-2021, assets per client, percentage of growth in assets per client and percentage change in number of clients. To be eligible, advisory firms must be registered investment advisors, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. The award is not indicative of an investment adviser’s future performance and may not be representative of any one client’s experience. This survey does not apply to hybrid RIAs and corporate RIAs.
About Financial Advisor Magazine
Financial Advisor Magazine is an online and print magazine that focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. To learn more, visit www.fa-mag.com.
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County & Santa Rosa (CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services. For more information please visit: https://www.rscapital.com