Robertson Stephens

RIASEC RegisteredEst. 2017

Total AUM

$8.8B

Discretionary

$7B

80% of AUM

Avg account

$1M

Accounts

8,592

Employees

118

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 289977
Registered since: October 11, 2017
Website: rscapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.74%
Pension & Profit Sharing Plans15.8%
Individuals4.33%
Corporations / Businesses1.78%
Charitable Organizations1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Robertson Stephens is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive advisory services that include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Its fee arrangements range across percentage-of-AUM, hourly, and fixed-fee structures. The firm maintains several industry affiliations — including broker-dealer relationships and connections with insurance companies — and also serves as a sponsor or GP/manager for pooled investment vehicles. Robertson Stephens identifies as an active ESG investor and integrates environmental, social and governance considerations into its investment approach. The firm has appeared on multiple industry lists, including Forbes’ Top RIA Firms (2023 and 2024), Barron’s Top 100 RIA Firms (2025), and AdvisorHub’s 50 RIA Firms to Watch (2026).