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
Robertson Stephens Ends 2025 with $8.7 Billion in Assets
SAN FRANCISCO, February 4, 2026—Robertson Stephens (“Robertson Stephens”), today announced that it ended 2025 with $8.7 billion in advisory assets under management, marking 23% growth over the preceding 12 months. Last year, Robertson Stephens completed two acquisitions, adding or increasing presences in the New York area and Rhode Island. “This was a year of continued […]
Robertson Stephens Reaches $8 Billion in Assets
Robertson Stephens (“Robertson Stephens”) exceeds $8 billion in client assets, while also growing its national presence in the Northeast region with two new advisor teams. The firm now has 26 advisor teams in 25 offices across the country.
Robertson Stephens Continues Its Growth in New York
Wealth Manager Leah Hokenson Joins Robertson Stephens New York Office July 28, 2025 – Robertson Stephens (“Robertson Stephens”) continues to grow its presence in New York. Leah Hokenson joins as Managing Director and Principal, specializing in comprehensive wealth management for artists, art collectors, and entrepreneurs worldwide. Robertson Stephens manages $7.5 billion in assets across 24 […]
5 Essential Financial Planning Moves for Your 50s: Retirement, Care, and Beyond
June 30, 2025 – Head of Wealth Planning Mallon FitzPatrick, CFP®, AEP®,CLU® was quoted in Investopedia discussing essential financial planning strategies for your 50s, including preparing for retirement and future care needs. “Planning for long-term care isn’t just an expense; it’s peace of mind for future challenges,” said FitzPatrick. Click here to read more.
Robertson Stephens Named Amongst USA Today’s Best Financial Advisory Firms for Third Consecutive Year
Robertson Stephens Ranked 16th out of 500 Firms SAN FRANCISCO, April 24, 2025—Robertson Stephens (“Robertson Stephens”), a national boutique wealth management firm that manages more than $7 billion in client assets, has been named as one of USA Today’s Best Financial Advisory Firms in 2025. This is the third year in a row Robertson Stephens has been […]
Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
SAN FRANCISCO, Jan. 16, 2024—Robertson Stephens (“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, Robertson Stephens completed five acquisitions, adding or increasing presences in the Chicago area, Connecticut, Oregon, and Colorado. “This was a year of continued […]
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 (“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 […]
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 (“Robertson Stephens”) is pleased to announce the acquisition of CAFG Private Wealth, a registered investment advisor managing over $240 million in assets and specializing in comprehensive financial planning and tax preparation. Tom Chernesky, founder of CAFG Private […]
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 (“Robertson Stephens”), a rapidly growing national registered investment advisor (RIA) with over $6.5 billion in AUM, has named Mike Barnes as Head of Operations. For […]
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 (“Robertson Stephens”) announced its fourth acquisition of 2024 and strategically expanded its presence in Colorado with the addition of Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. Derek Scarth and Graham Gerlach, co-founders […]