# Robertson Stephens

> Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.

- **Founded:** 2018
- **Headquarters:** San Francisco, California, United States
- **Founders:** Sandy Robertson (Original co-founder (1969 predecessor firm)), Robert Colman (Original co-founder (1969 predecessor firm)), Ken Siebel (Original co-founder (1969 predecessor firm))
- **Team size:** ~120 employees
- **Products:** Wealth Planning, Investment Management, Family Office Services, Digital Solutions, Independent Fiduciary Advisory
- **Notable:** Crossed $8 billion in assets under management in October 2025, Recognized by Newsweek and USA Today in wealth-management rankings, Predecessor firm helped take Apple and other landmark tech companies public

## Products & services

- **Wealth Planning** — Goals-based financial planning, retirement, estate and tax-aware planning for individuals and families.
- **Investment Management** — Discretionary portfolio management spanning equities, fixed income and alternative investments.
- **Family Office Services** — Concierge-style services for ultra-high-net-worth families including reporting, trust, and multi-generational planning.
- **Digital Solutions** — Secure client portal with personalized dashboards, real-time financial reporting and risk analytics.
- **Independent Fiduciary Advisory** — RIA model with no proprietary products - advisors are legally bound to act in clients' best interests.

## Achievements

- Crossed $8 billion in assets under management in October 2025
- Recognized by Newsweek and USA Today in wealth-management rankings
- Predecessor firm helped take Apple and other landmark tech companies public
- Expanded into New York office, 2025

## Latest updates

- **2025-10** — Robertson Stephens reached $8 billion in assets under management.
- **2025-07** — Continued expansion of New York presence with new advisor hires.
- **2020-09** — Raj Bhattacharyya appointed Chief Executive Officer.
- **2018-01** — Relaunched as Robertson Stephens Wealth Management, LLC with Long Arc Capital sponsorship.

## Links

- Website: https://rscapital.com
- LinkedIn: https://www.linkedin.com/company/robertson-stephens-wealth-management
- Twitter/X: https://twitter.com/RSWealthAdvisor
- Facebook: https://facebook.com/robertsonstephenswealthmanagement

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Last updated: 2026-05-23