Robertson Stephens Earns National Recognition in Financial Advisory Rankings

Robertson Stephens Wealth Management has been recognized as one of the top financial advisory firms in the United States by USA Today, marking its third consecutive year of national acknowledgment. The firm's selection reflects its substantial growth, client satisfaction, and commitment to personalized wealth management strategies.

Out of thousands of eligible firms nationwide, only 500 were selected for the prestigious ranking, with Robertson Stephens positioning itself in the top 20 firms overall and top 5 in its assets under management category. The recognition is based on two critical criteria: client and industry recommendations and consistent growth in managed assets.

The firm's CEO, Raj Bhattacharyya, emphasized the importance of providing tailored financial guidance during uncertain economic times. Robertson Stephens demonstrated remarkable performance, growing its advisory assets under management to $7.1 billion, representing a 45% increase over the past year and more than 40% growth over five years.

The comprehensive evaluation involved surveying over 30,000 individuals, including clients, financial professionals, and industry experts. This rigorous selection process underscores the firm's reputation for delivering high-quality, personalized wealth management services.

In response to evolving client needs, Robertson Stephens recently launched a specialized family office platform targeting ultra-high-net-worth clients. This strategic move demonstrates the firm's adaptability and commitment to providing sophisticated financial solutions tailored to complex client requirements.

The USA Today and Statista ranking highlights Robertson Stephens' consistent performance and client-centric approach in a competitive financial advisory landscape. By focusing on institutional-quality investment solutions and comprehensive wealth planning, the firm continues to distinguish itself as a leader in wealth management.