Robertson Stephens Wealth Management has secured its third consecutive placement on USA Today's Best Financial Advisory Firms list for 2025, a testament to its robust growth and client-centric approach in the wealth management sector. Out of thousands of eligible firms nationwide, Robertson Stephens distinguished itself by ranking in the top 20 firms overall and within the top 5 in its assets under management subcategory.
The prestigious ranking was determined through a comprehensive evaluation process involving over 30,000 survey participants, including clients, financial advisors, and industry experts. The methodology focused on two critical criteria: client recommendations and the firm's growth in assets under management over both short-term (12 months) and long-term (5-year) periods.
Raj Bhattacharyya, the firm's Chief Executive Officer, emphasized the significance of this recognition, highlighting the company's commitment to delivering tailored wealth strategies during uncertain economic times. The firm's recent performance demonstrates its strategic adaptability, with a remarkable 45% growth in advisory assets over the past 12 months and over 40% growth across a 5-year period.
A key strategic move in 2025 was the launch of a specialized family office service targeting ultra-high-net-worth clients. This initiative reflects Robertson Stephens' proactive approach to meeting evolving client needs, positioning the firm as a dynamic and responsive wealth management partner.
As of December 2024, Robertson Stephens managed $7.1 billion in client assets, representing substantial growth and solidifying its position as a significant player in the wealth management industry. The firm's success stems from its focus on providing institutional-quality investment solutions, comprehensive wealth planning, and innovative digital solutions within a fiduciary framework.
The USA Today and Statista collaboration in developing this ranking provides credibility and transparency, offering investors and clients a reliable benchmark for evaluating financial advisory firms. Robertson Stephens' consistent recognition underscores its commitment to excellence and client satisfaction in a competitive financial services landscape.
