Robertson Stephens Advisors

Robertson Stephens Advisors (CRD# 166736) is a financial advisory firm headquartered in San Francisco, CA. They manage $960,180,000 in 420 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    960
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $2,286,143
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, TX

Financial Advisors at Robertson Stephens Advisors
Showing 1 - 10 of 20 top financial advisors.
1
Bruce Arella
CRD#: 2251073
Two International Place, 26th Floor, Boston, MA 02110
93
Wealthminder
score

Bruce Arella (CRD# 2251073) is an Investment Advisor Representative working at Robertson Stephens Advisors in Boston, MA and has over 12 years of experience in the finance industry.

2
Ophelia Y. Chiu
CRD#: 1108140
555 California Street, Suite 1625, San Francisco, CA 94104
93
Wealthminder
score

Ophelia Chiu (CRD# 1108140) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 20 years of experience in the finance industry.

3
Jeanette A. Garretty
CRD#: 4720285
555 California Street, Suite 1625, San Francisco, CA 94104
93
Wealthminder
score

Jeanette Garretty (CRD# 4720285) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 13 years of experience in the finance industry.

4
Wesley A. Gordon
CRD#: 5000607
545 Fifth Avenue, 8th Floor, New York, NY 10017
93
Wealthminder
score

Wesley Gordon (CRD# 5000607) is an Investment Advisor Representative working at Robertson Stephens Advisors in New York, NY and has over 11 years of experience in the finance industry.

5
Ron L. Guidi
CRD#: 2761959
555 California Street, Suite 1625, San Francisco, CA 94104
93
Wealthminder
score

Ron Guidi (CRD# 2761959) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 19 years of experience in the finance industry.

6
Virginia Madden
CRD#: 5046672
Two International Place, 26th Floor, Boston, MA 02110
93
Wealthminder
score

Virginia Madden (CRD# 5046672) is an Investment Advisor Representative working at Robertson Stephens Advisors in Boston, MA and has over 10 years of experience in the finance industry.

7
Jerry Nigro
CRD#: 2294851
Two International Place, 26th Fllor, Boston, MA 02110
93
Wealthminder
score

Jerry Nigro (CRD# 2294851) is an Investment Advisor Representative working at Robertson Stephens Advisors in Boston, MA and has over 24 years of experience in the finance industry.

8
Joseph J. Piazza
CRD#: 362928
555 California Street, Suite 1625, San Francisco, CA 94104
93
Wealthminder
score

Joseph Piazza (CRD# 362928) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 24 years of experience in the finance industry.

9
Daniel R. Rozansky
CRD#: 4614479
555 California Street, Suite 1625, San Francisco, CA 94104
93
Wealthminder
score

Daniel Rozansky (CRD# 4614479) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 14 years of experience in the finance industry.

10
Stephen E. Florance
CRD#: 2977656
555 California Street, Suite 1625, San Francisco, CA 94104
90
Wealthminder
score

Stephen Florance (CRD# 2977656) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.