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ROBERTSON STEPHENS
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD 289977 · SEC 801-111814
455 MARKET STREET, STE. 1450, SAN FRANCISCO, CA, 94105-2442, United States
Phone
415-500-6810
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.76B
Discretionary AUM
$6.99B
Team
118 total employees; 67 advisory reps; 90 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 980 | $379.9M |
| High net worth individuals | 1256 | $6.73B |
| Pension/profit sharing plans | 38 | $1.38B |
| Charitable organizations | 10 | $118.6M |
| Corporations/business entities | 11 | $156.1M |
States served
AZ, CA, CO, DE, DC, ID, IL, LA, ME, MD, MA, MT, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, VA, WY, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.facebook.com/RobertsonStephensWealthManagement
- https://www.youtube.com/channel/UCZvGtRSFLRL2hqtIYlr8CKg
- https://www.linkedin.com/company/robertson-stephens-wealth-management-/
- https://www.rscapital.com
- https://www.instagram.com/robertsonstephens/
- https://divorceplanningofaustin.com/
- https://x.com/RSWealthAdvisor
- https://www.facebook.com/divorceplanningofaustin/
- https://join.rscapital.com/?/?
Official SEC filing: View on IAPD