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 that serves both individual and institutional clients. The firm describes itself as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Robertson Stephens reports being an active ESG investor. The firm has received industry recognition in recent years, appearing on Forbes’ lists of top RIA firms in 2023 and 2024, on Barron’s Top 100 RIA Firms list in 2025, and on AdvisorHub’s “50 RIA Firms to Watch” in 2026. Robertson Stephens also maintains affiliations across the financial services ecosystem, including broker-dealer, insurance company, and sponsorship or GP roles in pooled investment vehicles.