Robertson Stephens Wealth Management is a privately held, SEC-registered investment advisory firm headquartered in San Francisco, with a presence across multiple U.S. states. Building upon its legacy as a prominent tech-focused investment bank from the 1990s, the firm now offers comprehensive wealth management services, including institutional-quality investment solutions, personalized wealth planning, and advanced digital platforms. Operating under a fiduciary model, Robertson Stephens prioritizes clients’ interests, emphasizing values such as stewardship, integrity, collaboration, curiosity, and innovation. As of late 2024, the firm managed $7.1 billion in assets, reflecting a 45% annual growth, and was recognized by Newsweek as one of America’s Top Financial Advisory Firms for 2025 .