Robertson Stephens Ranks Among Top Financial Advisory Firms in Nationwide Recognition

Robertson Stephens Wealth Management has secured a prestigious spot among the top financial advisory firms in the United States, earning recognition in USA Today's 2025 rankings for the third consecutive year. The firm's consistent performance and client-centric approach have positioned it as a leader in the competitive wealth management landscape.

Out of all eligible U.S. firms, only 500 met the rigorous criteria for inclusion in the annual list. Robertson Stephens distinguished itself by ranking in the top 20 firms nationwide and within the top 5 in its assets under management subcategory. The ranking, developed through a collaboration between USA Today and Statista, evaluated firms based on client recommendations and assets under management growth.

The evaluation process involved an extensive independent survey with more than 30,000 participants, including clients, financial advisors, and industry experts. This comprehensive assessment underscores the firm's credibility and performance in delivering high-quality financial advisory services.

Robertson Stephens' Chief Executive Officer, Raj Bhattacharyya, emphasized the firm's commitment to personalized wealth strategies. The company's recent strategic initiatives, including the launch of a family office for ultra-high-net-worth clients, demonstrate its adaptability and forward-thinking approach to wealth management.

The firm's financial performance is equally impressive. In 2024, Robertson Stephens reported $7.1 billion in advisory assets under management, representing a substantial 45% growth over the previous 12 months and over 40% growth across five years. This remarkable expansion reflects the firm's ability to navigate complex financial environments and consistently deliver value to its clients.

The recognition highlights the increasing importance of personalized, strategic financial advisory services in an uncertain economic landscape. For investors seeking reliable wealth management, Robertson Stephens' consistent ranking offers a testament to its expertise, reliability, and client-focused approach.