Robertson Stephens Wealth Management has been named among USA Today's Best Financial Advisory Firms for 2025, marking its third consecutive year of recognition in the prestigious ranking. The firm, which manages over $7 billion in client assets, ranked in the top 20 firms nationwide and top 5 in its assets under management subcategory.
The annual ranking, developed in collaboration with Statista, evaluated more than 30,000 registered investment advisory firms using two primary criteria: client and industry recommendations and assets under management growth. Out of all eligible U.S. firms, only 500 met the high standards required for inclusion.
CEO Raj Bhattacharyya emphasized the firm's commitment to delivering personalized wealth strategies, noting the importance of partnering with a trusted advisor during uncertain economic times. The recognition reflects Robertson Stephens' substantial growth, with advisory assets increasing by 45% over the past 12 months and over 40% in the previous five years.
The firm's recent launch of a specialized family office for ultra-high-net-worth clients demonstrates its strategic adaptation to evolving client needs. By offering tailored financial solutions and maintaining a client-first approach, Robertson Stephens continues to distinguish itself in the competitive wealth management landscape.
