Robertson Stephens Ranks Among Top Financial Advisory Firms for Third Consecutive Year
Robertson Stephens Wealth Management has been recognized by USA Today as one of the top 500 financial advisory firms nationwide, highlighting its significant growth and client-focused approach in the wealth management sector.
Robertson Stephens Wealth Management has been named among USA Today's Best Financial Advisory Firms for 2025, marking its third consecutive year of recognition in the prestigious ranking. The firm, which manages over $7 billion in client assets, was selected from a competitive field of nationwide registered investment advisors.
The annual ranking, developed in collaboration with Statista, evaluated financial advisory firms based on client recommendations and asset management growth. Out of all eligible U.S. firms, only 500 scored high enough to be included, with Robertson Stephens ranking in the top 20 nationwide and top 5 in its assets under management subcategory.
CEO Raj Bhattacharyya emphasized the firm's commitment to personalized wealth strategies, noting the importance of trusted financial guidance during uncertain economic times. The recognition follows the firm's strategic launch of a family office service for ultra-high-net-worth clients and impressive financial performance, including 45% growth in advisory assets over the past 12 months.
The comprehensive evaluation involved over 30,000 survey participants, including clients, financial advisors, and industry experts. Robertson Stephens' consistent ranking underscores its ability to deliver institutional-quality investment solutions and comprehensive wealth planning.