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Robertson Stephens Wealth Management has welcomed its fourth acquisition of 2024, purchasing Ratio Wealth Group. Based in San Francisco, Robertson Stephens has acquired the Denver-headquartered RIA managing about $530 million in total assets.
Ratio Wealth was co-founded by Graham Gerlach and Derek Scarth, who, along with their team, have joined Robertson Stephens. The team includes Josh Freedman, Nancy Kimball, Becky Neils, Jen Padgett, Jack Seavall, and Shawn Wallace. Gerlach and Scarth are now listed as managing directors and principals.
Ratio Wealth, founded in 2019, custodies client assets with Charles Schwab and serves nearly 350 clients. This acquisition brings Robertson Stephens' total advisory assets to over $6.5 billion. The firm operates 22 locations nationwide, including offices in Vail and Colorado Springs, Colorado. The deal enhances Robertson Stephens' presence and capabilities. The financial details of the acquisition were not disclosed.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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