Robertson Stephens Wealth Management, LLC

Overview

Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor dedicated to transforming the wealth management experience for high-net-worth individuals and family offices. The firm offers institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions within a fiduciary relationship where the client is the highest priority. As of January 2025, Robertson Stephens manages approximately $7.1 billion in advisory assets, marking a 45% growth over the preceding 12 months. The firm operates 24 offices across the United States, including locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). Robertson Stephens' investment approach is characterized by a commitment to integrity, transparency, collaboration, and innovation. The firm provides access to a diverse range of asset classes, including private equity, venture capital, fixed income, hedge funds, real estate, commodities, crypto, and ESG and impact investing. Their investment strategy spans various stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. The firm's geographical focus is primarily within the United States, with a broad industry focus encompassing technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrials, materials, utilities, consumer services, transportation, information technology, and biotechnology. Robertson Stephens' track record reflects significant growth and expansion. In 2024, the firm completed five acquisitions, adding or increasing presences in the Chicago area, Connecticut, Oregon, and Colorado. This expansion contributed to the firm's assets surpassing $7 billion by the end of 2024. The firm's dedication to growth and client service has been recognized, with Robertson Stephens being named among USA TODAY's Best Financial Advisory Firms in 2024. This recognition underscores the firm's commitment to delivering exceptional and personalized wealth management solutions to its clients.

Investment Focus

• High-net-worth individuals
• Family offices
• Institutional investors

Portfolio Companies