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Robertson Stephens

Updated today

Total assets under management

$8,763,969,974

Total clients

2,236

56% high-net worth

Total advisors

65

of 118 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

34

Average account size

$3,919,486

About

Robertson Stephens provides investment advisory services to individuals (including high‑net‑worth clients), families, trusts, family and multi‑family offices, charitable organizations, and retirement and profit‑sharing plans, offering discretionary and non‑discretionary portfolio management, investment and pension consulting, model portfolios, and a suite of planning services including tax and estate planning. The brochure reports $8.76 billion in assets under management as of December 31, 2025, and notes the firm has been registered with the SEC since 2017.

Advisors develop individualized asset allocation plans and investment policy statements and implement them using in‑house model portfolios, third‑party money managers and sub‑advisors; the Robertson Stephens Investment Office and Investment Committee oversee model construction, manager due diligence and capital market assumptions. The firm’s stated investment toolkit includes equities, fixed income, mutual funds, ETFs, options and private funds (including hedge and private equity), and it will consider ESG integration or exclusions on a case‑by‑case basis upon client request.

Distinctive aspects disclosed in the brochure include the firm’s presentation of predecessor performance in its materials, an uncommon practice among enterprise advisers, and its ownership and affiliation structure—majority ownership by Long Arc‑affiliated investment funds and the potential to recommend Long Arc Funds—which the brochure identifies as a source of conflicts of interest. The brochure also highlights additional referral and product relationships (including tax compliance and management services, an affiliated insurance agency, and an affiliated broker‑dealer), and explains operational practices such as direct fee debit and standing letters of authorization that can result in the firm being deemed to have custody.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning flat fees range from $2,500 to $50,000 per plan; $1,000 to $5,000 per update; quarterly flat fees total $500 to $100,000 per year; fixed fees for investment management negotiated per client

Percentage

Negotiable; typically 0.10% to 2.00% annually based on size and complexity

Project-based

$250 to $500 per hour for financial planning services

Main office location

Robertson Stephens

455 Market Street, Ste. 1450

San Francisco CA 94105-2442, United States

Number of offices

27

Most active in

Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Idaho · Illinois · Louisiana · Maine · Maryland · Massachusetts · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Texas · Virginia · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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William T

Series 66

Westport, CT

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Pamela F

CFP®

Austin, TX

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Meghan R

CFP®, Series 66

Westport, CT

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Victoria J

CFP®

New York, NY

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Michael C

CFA®, Series 63

San Francisco, CA

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Derek S

Series 63, Series 65

Denver, CO

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Thomas C

CFP®, Series 63, Series 65

North Barrington, IL

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Daniel Z

CFP®, Series 65

North Barrington, IL

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Alicia D

CFP®

New York, NY

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Graham G

CFP®, Series 63, Series 65

Sewickley, PA

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Frank C

CFP®

Holmdel, NJ

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Matthew L

CFP®, Series 65

San Francisco, CA

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Jeanette R

Series 66

San Francisco, CA

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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James T

Series 63, Series 65

West Palm Beach, FL

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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Brian P

CFA®, Series 63, Series 65

Boise, ID

Robertson Stephens

Private / alternative investments Founder/Business Owner Retired
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