Robertson Stephens Wealth Management

EST. AUM
$10,000,000,000

CONTACTS
21

CLIENT ACCOUNTS
8,592

Firm Details

Metro area San Francisco
CRD Number 289977
Website rscapital.com
Client types

Overview

Robertson Stephens Wealth Management, LLC is a boutique, independent SEC-registered RIA headquartered in San Francisco. Revived in 2018 under private equity sponsorship, the firm specializes in comprehensive wealth planning and customized investment solutions for high-net-worth individuals, family offices, executives, and institutions. Having grown through acquisitions and organic expansion to manage over $7 billion in assets, it emphasizes fiduciary responsibility and a tailored, institution-quality advisory experience across its 24 nationwide offices.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Robertson Stephens Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company