Robertson Stephens Experiences Significant Growth, Expands to 24 Offices Nationwide

Wealth management firm Robertson Stephens Wealth Management, LLC experienced substantial growth in 2024, expanding its assets under management to $7.1 billion and increasing its national footprint through five strategic acquisitions.

The company significantly expanded its geographical presence, now operating 24 offices across 12 states including California, Colorado, Connecticut, Florida, Idaho, Massachusetts, New Jersey, New York, Oregon, Texas, Washington, and Wyoming. This expansion includes new locations in key markets such as Chicago, Denver, and Portland.

CEO Raj Bhattacharyya highlighted the company's success, emphasizing their commitment to building client trust through comprehensive wealth planning and tailored investment portfolios. The firm's growth strategy appears to be resonating within the financial services industry.

Robertson Stephens' achievements in 2024 were further validated by multiple prestigious industry recognitions. The firm was named to several notable lists, including USA Today's Best Financial Advisory Firms, FA Magazine's Top 50 Fastest Growing Firms, Forbes' America's Top RIA Firms, Barron's Top 100 RIA Firms, Newsweek's America's Top Financial Advisory Firms, and received ThinkAdvisor's 2024 Luminaries Award for Firm Innovation.

The 45% annual growth in assets demonstrates the firm's strong market position and ability to attract and retain clients in a competitive wealth management landscape. By expanding its geographical reach and maintaining a client-focused approach, Robertson Stephens has positioned itself as a significant player in the wealth management sector.