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 11 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 19 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 12 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 10 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 18 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 9 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 23 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 23 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 13 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 19 years of experience in the finance industry.

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