Robertson Stephens Wealth Management has been distinguished as one of USA Today's Best Financial Advisory Firms for 2025, marking its third consecutive year of recognition and affirming its position as a premier national wealth management firm. This accolade is the result of a meticulous selection process that evaluated thousands of firms, with only 500 making the final list based on criteria developed in partnership with Statista, a leading market data provider.
The evaluation leveraged feedback from over 30,000 individuals, encompassing clients, financial advisors, and industry professionals, focusing on client recommendations and assets under management (AUM) growth. Robertson Stephens not only secured a spot in the top 20 firms nationwide but also ranked within the top 5 in its AUM subcategory, showcasing its exceptional performance and client trust.
In 2024, Robertson Stephens reported advisory assets of $7.1 billion, achieving a 45% growth over the previous year and over 40% growth across five years. This growth trajectory is complemented by the firm's strategic initiatives, such as the introduction of a specialized family office service catering to ultra-high-net-worth individuals, further diversifying its service offerings.
Raj Bhattacharyya, CEO of Robertson Stephens, highlighted the firm's commitment to customized wealth management solutions, especially in navigating the complexities of today's economic landscape. The recognition by USA Today serves as a benchmark for excellence in the financial advisory sector, providing clients with a trusted resource for identifying top-tier financial services providers.
