Robertson Stephens Wealth Management has been named among the top financial advisory firms in the United States by USA Today for the third consecutive year, underscoring its robust performance and client-centric strategy in the competitive wealth management sector.
The firm was selected from over 30,000 survey participants, with only 500 companies meeting the stringent ranking criteria. 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 in collaboration with Statista, evaluated firms based on client recommendations and asset growth over both short-term (12 months) and long-term (5 years) periods. Robertson Stephens demonstrated remarkable growth, ending 2024 with $7.1 billion in advisory assets, representing a 45% increase over the previous year and over 40% growth across five years.
CEO Raj Bhattacharyya emphasized the firm's commitment to delivering personalized wealth strategies, noting the importance of partnering with a trusted registered investment advisor during uncertain economic times. The company recently launched a family office service targeting ultra-high-net-worth clients, further reflecting its adaptive approach to client needs.
This consistent recognition highlights Robertson Stephens' strategic positioning in the wealth management landscape, showcasing its ability to provide sophisticated, tailored financial solutions in a dynamic market environment.
