Robertson Stephens Wealth Management has marked a year of significant growth and recognition in 2024, with advisory assets under management soaring to $7.1 billion, a 45% increase from the previous year. This remarkable growth trajectory is attributed to the firm's strategic acquisitions and expansion into new markets, now operating 24 offices across key states including California, Colorado, Connecticut, Florida, Idaho, Massachusetts, New Jersey, New York, Oregon, Texas, Washington, and Wyoming. This expansion is a testament to the firm's commitment to broadening its national footprint and enhancing its service offerings.
CEO Raj Bhattacharyya highlighted the firm's client-centric approach as a cornerstone of its success, emphasizing the importance of trust and personalized service in wealth management. The firm's dedication to crafting comprehensive wealth plans and tailored investment portfolios has not only attracted a growing client base but also earned it prestigious industry accolades. In 2024, Robertson Stephens was featured on several esteemed lists such as USA Today's Best Financial Advisory Firms, FA Magazine's Top 50 Fastest Growing Firms, and Forbes's America's Top RIA Firms, among others.
The firm's achievements in 2024 underscore its resilience and adaptability in a competitive financial landscape. By leveraging strategic growth initiatives and maintaining a steadfast focus on client satisfaction, Robertson Stephens has solidified its position as a leading force in the wealth management industry. The recognition from various industry benchmarks not only reflects the firm's excellence in service delivery but also its innovative approach to meeting the evolving needs of its clients.
