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 operates as an independent registered investment adviser organized as a limited liability company. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its service mix includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational workshops. Robertson Stephens charges clients via percentage-of-AUM fees as well as hourly and fixed-fee arrangements and identifies itself as an active ESG investor. The firm has additional industry roles beyond advisory work: it maintains affiliations with broker-dealers and insurance companies, and it acts as a sponsor/GP or managing member of pooled investment vehicles. Robertson Stephens was registered with the SEC in 2017 and has been recognized in several industry lists, including Forbes (2023, 2024), Barron’s Top 100 RIA Firms (2025), and AdvisorHub’s 50 RIA Firms to Watch (2026).