Robertson Stephens is a wealth management firm with a history tracing back to the original Robertson, Stephens & Company, a prominent technology-focused investment bank founded in 1978. After the brand was sold, it was re-established in 2018 as Robertson Stephens Wealth Management, an independent registered investment advisor (RIA). The firm operates on a fiduciary basis, committed to providing objective and personalized financial planning, investment management, and wealth advisory services to its clients.

Founded in

United States