Be advised. This firm is no longer registered.

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
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
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.