Robertson Stephens Wealth Management has once again distinguished itself in the competitive financial advisory landscape, securing a prestigious ranking among the top financial advisory firms in the United States. Selected for the third consecutive year by USA Today's Best Financial Advisory Firms list, the firm demonstrates consistent excellence in wealth management strategies and client service.
The recognition is particularly significant given the rigorous selection process. Out of all eligible U.S. firms, only 500 achieved sufficient scores to be included in the final ranking. Robertson Stephens not only made the cut but also positioned itself impressively in the top 20 firms nationwide and within the top 5 in its assets under management subcategory.
The evaluation methodology relied on comprehensive research, including an independent survey involving over 30,000 participants. Firms were assessed based on client recommendations, expert opinions, and measurable growth in assets under management over both short-term (12 months) and long-term (5-year) periods.
The firm's strategic approach is reflected in its remarkable financial performance. In 2024, Robertson Stephens recorded $7.1 billion in advisory assets under management, representing substantial growth of 45% over the previous 12 months and more than 40% over the past five years. This growth trajectory underscores the firm's ability to adapt and deliver value in a dynamic financial environment.
CEO Raj Bhattacharyya emphasized the firm's commitment to personalized wealth strategies, noting the importance of trusted financial guidance during uncertain economic times. The firm's recent launch of a specialized family office for ultra-high-net-worth clients further demonstrates its innovative approach to wealth management.
This repeated recognition by USA Today highlights Robertson Stephens' consistent performance, client-centric philosophy, and ability to provide sophisticated financial solutions. The firm's success suggests a growing trend of investors seeking personalized, strategic wealth management that goes beyond traditional advisory services.
For investors and industry observers, Robertson Stephens' continued recognition represents more than just an award. It signals a commitment to excellence, adaptability, and a forward-thinking approach to wealth management in an increasingly complex financial landscape.
