Robertson Stephens
TL;DR
SEC-registered since 2017, it offers investment management, financial planning, tax and estate planning, and family office services to individuals, families, trusts and foundations.
$8.8 billion
Regulatory AUM
As of ADV filing 2026-09-04
8,592
Accounts / Clients
2,236 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
118
Team Size
employees, 67 advisory
9 yrs
Years Registered
First registered 2017
About Robertson Stephens
SEC-registered since 2017, it offers investment management, financial planning, tax and estate planning, and family office services to individuals, families, trusts and foundations.
Office: 455 Market Street, Suite 1450, San Francisco, CA 94105.
Best for: Families wanting planning, tax and investments from one firm, minimum not published
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD289977
RegistrationSEC-registered
First registration2017
Regulatory AUM$8.8 billion
ADV filing date2026-09-04
Accounts8,592
Clients2,236 individual and high-net-worth clients
Employees118
Advisory employees67
Fee modelPercentage of assets; ADV 2A discloses commissions through an affiliated broker-dealer outside advisory accounts
MinimumNot disclosed
Disclosure events (Item 11)0
DesignationsCFP and CFA named on the firm page
Source: SEC Investment Adviser Public Disclosure, CRD 289977, as of ADV filing 2026-09-04, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 7 of 10
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