Robertson Stephens Wealth Management has been named one of USA Today's Best Financial Advisory Firms for 2025, marking its third consecutive year of recognition in the prestigious national ranking.
The firm, which manages over $7 billion in client assets, was selected from a competitive pool of U.S. financial advisory firms. Only 500 firms nationwide qualified for the final list, with Robertson Stephens ranking in the top 20 firms overall and top 5 in its assets under management category.
The ranking, developed in collaboration with Statista, evaluated firms based on client recommendations and asset growth over short-term and long-term periods. More than 30,000 individuals participated in an independent survey to identify exceptional firms in the financial advisory sector.
CEO Raj Bhattacharyya emphasized the firm's commitment to delivering personalized wealth strategies, noting the importance of partnering with a trusted registered investment advisor during uncertain economic times. The company's recent performance underscores this approach, with 45% growth in advisory assets over the past 12 months and over 40% growth in the previous 5 years.
In a strategic move to serve high-net-worth clients, Robertson Stephens launched a family office in early 2025, demonstrating its ability to adapt to evolving client needs. This innovation reflects the firm's dedication to providing sophisticated, tailored financial solutions.
The repeated recognition by USA Today highlights Robertson Stephens' consistent performance and client-centric approach in the competitive wealth management landscape.
