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 Wealth Management, LLC (“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 […]
Robertson Stephens Launches Family Office for Select Clients
Experienced investment professional Bruce Stewart will build out offering as Head of Family Office SAN FRANCISCO, Feb. 24, 2025—Robertson Stephens today announced that it has hired Bruce Stewart to launch a family office that will serve select ultra-high-net-worth clients who have outgrown a multi-family office platform but are not ready to transition to a pure […]
Robertson Stephens Appoints Esta Stecher as Board Advisor
Financial Advisory Firm Leverages Stecher’s Banking, Legal, and Investment Knowledge to Strengthen Board and Drive Growth as an Advisor SAN FRANCISCO, Feb. 12, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced the appointment of Esta Stecher as Board Advisor on its Board of Directors. With more than 30 years of experience in […]
Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
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, Robertson Stephens completed five acquisitions, adding or increasing presences in the Chicago area, Connecticut, Oregon, and Colorado. “This was a […]
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 with Rain Capital, an SEC-registered investment advisor managing over $360 million in advisory assets. David Reichle and Ellen Kim, co-founders of Rain Capital, […]
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 Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as […]
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 industry, what leaders are seeing in 2024, and how these trends in growth will continue to shape wealth […]
Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region. Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management – including investment […]
How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager
July 21, 2023 – Chief Executive Officer, Raj Bhattacharyya was profiled in a Q&A with Barron’s to discuss ‘How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager.’ “We will continue to grow, but we don’t believe in growth for growth’s sake. Every one of the acquisitions we’ve made has been one that fit […]
Robertson Stephens Continues Its Northeastern Expansion
Wealth manager Tom Hagerstrom leads Robertson Stephens 4th Northeast office in Madison, NJ SAN FRANCISCO, July 5, 2023 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further expanded its presence in the northeast by welcoming Haymarket Wealth Management (“Haymarket”), a Madison, NJ registered investment advisor managing approximately $285 million in advisory assets. Haymarket’s Founder, Tom Hagerstrom, will join Robertson Stephens as Managing Director and […]
RIAs Must Achieve Organic Growth Before M&A Deals
June 22, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take the business, you can structure the deal to help you get there,” said […]
Raj Bhattacharyya talks to Financial Planning about M&A
May 8, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There’s a tremendous benefit to clients of getting more resources. There’s a tremendous benefit to advisors being part of a larger whole without really necessarily giving up autonomy and things that […]