Roberston Stephens Ends 2025 with $8.7 Billion in Assets
SAN FRANCISCO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2025 with $8.7 billion in advisory assets under management, marking 23% growth over the preceding 12 months.
Last year, Robertson Stephens completed two acquisitions, adding or increasing presences in the New York area and Rhode Island.
“This was a year of continued growth, reflecting a validation in the industry of our culture and differentiation,” said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens. “We recognize that trust is earned, and we are pleased that our approach to providing comprehensive wealth plans and tailored investment portfolios resonates with advisors and clients alike.”
With 2025’s acquisitions, Roberston Stephens now operates 25 offices located 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), North Barrington (IL), and South Kingstown (RI).
Additionally, last year, Robertson Stephens was named to USA Today’s list of Best Financial Advisory Firms, FA Magazine’s list of Top 50 Fastest Growing Firms 2025, Forbes’s list of 2025 America’s Top RIA Firms, Barron’s list of 2025 Top 100 RIA Firms, and Newsweek’s list of America’s Top Financial Advisory Firms 2026.
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Its mission is to transform the wealth management experience by delivering institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship where the client is our highest priority. Robertson Stephens AUM are as of December 2025. For more information about Robertson Stephens, please visit: https://www.rscapital.com.
For Robertson Stephens Lisa Aldape VOCATUS laldape@vocatusllc.com
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