Robertson Stephens Wealth Management has been honored as one of USA Today's Best Financial Advisory Firms in 2025, securing this prestigious accolade for the third year in a row. This recognition underscores the firm's excellence in the financial advisory sector, managing over $7 billion in client assets and standing out among 500 evaluated firms nationwide. The ranking, a collaborative effort between USA Today and Statista, assessed firms based on client and industry expert recommendations alongside growth in assets under management, with over 30,000 participants in an independent survey.
Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens, expressed pride in the firm's achievement, particularly its placement in the top 20 firms nationwide and within the top 5 in its assets under management subcategory. This recognition reflects the firm's dedication to crafting personalized wealth strategies for its clients. The firm's financial performance in 2024, with $7.1 billion in advisory assets under management, showcases a 45% growth over the previous year and over 40% growth in the past five years, signaling robust expansion and client trust.
Further demonstrating its innovative approach, Robertson Stephens introduced a family office earlier this year, designed to cater to ultra-high-net-worth clients. This strategic initiative highlights the firm's adaptability and its focus on addressing the nuanced needs of clients in today's complex wealth management environment. The USA Today and Statista ranking not only celebrates Robertson Stephens' consistent delivery of sophisticated, client-centric financial advisory services but also its ability to provide institutional-quality investment solutions and comprehensive wealth planning, setting it apart in a highly competitive industry.
