Robertson Stephens Partners
Robertson Stephens Wealth Management is an SEC-registered, PE-backed national RIA managing approximately $8.76B for high net worth individuals and families across 14 US states via fiduciary advisory, wealth planning, model portfolio investment management, and a digital client platform.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
What Robertson Stephens Partners does
Robertson Stephens Wealth Management, LLC is an SEC-registered investment adviser headquartered at 455 Market Street in San Francisco, operating as a national boutique wealth management firm for high net worth individuals and families. The firm traces its brand identity to the original 1990s Robertson Stephens technology-focused investment bank, but the current operating entity was registered with the SEC in 2017 and is wholly owned by Robertson Stephens Holdings, LLC, which is in turn majority owned by private equity firm Long Arc Capital LP. As of December 31, 2025, the firm manages approximately $8.76 billion in client assets across $6.99 billion discretionary and $1.77 billion non-discretionary mandates, served through 24+ office locations spanning 14 US states and 501-1,000 employees.
The firm's offering is organized around four pillars: Independent Fiduciary services, Wealth Planning, Investment Management, and Digital Solutions. Investment management is executed through proprietary Model Portfolios developed by the in-house Investment Office, supplemented by third-party managers and sub-advisors, with offerings spanning aggressive to conservative risk profiles on both discretionary and non-discretionary bases. Wealth planning integrates tax, estate, retirement, philanthropic, and life-transition planning, supported by a centralized wealth planning team and a CFP-heavy advisor bench. The Digital Solutions Platform provides personalized dashboards, real-time investment monitoring, wealth plan tracking with what-if scenario analysis, and a secure document vault with multi-factor authentication and encryption, built on integrations with EMAPlan (planning) and Addepar (portfolio reporting). An AI-powered Wealthfeed chatbot on the website uses Anthropic's Claude to answer service-related questions from an advisor-curated knowledge base. Adjunct offerings include tax compliance and management, retirement plan consulting, family office services via subsidiary 1978 Private Office, LLC, brokerage through affiliated Robertson Stephens Capital Markets, LLC, and insurance products through 415 Insurance Solutions, LLC.
Revenue is generated primarily through asset-based advisory fees (0.10%-2.0% of AUM, billed quarterly), supplemented by flat-fee or hourly financial planning engagements ($250-$500/hour or $500-$100,000 annual), tax service fees ($500-$10,000/year), and commissions from affiliated brokerage and insurance activities. Long Arc Funds are also recommended to clients, creating a disclosed conflict of interest. Customer concentration is structurally low: the client base consists of thousands of HNW households and family offices without any single dominant account, distributed across wealth planning, family office, retirement plan, trust/estate, and nonprofit segments. Distribution is sales-led through a network of wealth advisors supported by client service teams, supplemented by thought leadership content (weekly commentary, FOMC analyses, Bloomberg media features), and rank-driven top-of-funnel acquisition via Forbes, Barron's, FA Magazine, Newsweek, and USA Today advisor rankings.
Robertson Stephens Partners firmographics
Firmographics- Name
- Robertson Stephens Partners
- Legal name
- Robertson Stephens Wealth Management, LLC
- Website
- https://rscapital.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Robertson Stephens Wealth Management is an SEC-registered, PE-backed national RIA managing approximately $8.76B for high net worth individuals and families across 14 US states via fiduciary advisory, wealth planning, model portfolio investment management, and a digital client platform.
- Ownership category
- akta.pro rank
Robertson Stephens Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Robertson Stephens Partners is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices24 records
Markets served
Robertson Stephens Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset-Based Advisory Fees: Investment advisory fees charged as a percentage of assets under management, typically ranging from 0.10% to 2% based on size and complexity of services. Billed quarterly, either in advance or arrears.
- Financial Planning Fees: Fees for wealth, tax and divorce planning services. Can be hourly ($250-$500/hour), flat fee ($2,500-$50,000 per plan, $500-$100,000 annual flat fee), or based on marketable net worth.
- Tax Compliance Services: Tax preparation and filing services, addressing notices, computing estimated taxes, and representation before taxing authorities.
- Tax Management Services: Tax advice and execution of tax strategies, ranging from $500 to $10,000 per tax year.
- Insurance Product Commissions: Commission compensation from sale of insurance products through affiliated agency 415 Insurance Solutions and independent agencies.
- Brokerage Commissions: Commissions for brokerage products through affiliated broker-dealer Robertson Stephens Capital Markets, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Asset-Based Advisory Fees |
| Other | Pay-as-you-go | Hourly Financial Planning |
| Subscription | Quarterly | Annual Fixed Fee |
| Other | Pay-as-you-go | Project-Based Financial Planning |
| Subscription | Quarterly | Tax Management Services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Robertson Stephens Partners product offering
Product offeringCore offering
Robertson Stephens Wealth Management is an SEC-registered investment advisor that delivers personalized investment management, wealth planning, and independent fiduciary advisory services to high-net-worth individuals, families, family offices, trusts and estates, charitable organizations, and retirement plans. Offerings are organized around four pillars—Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions—and are supported by proprietary Model Portfolios, a centralized wealth planning team, and an AI-enabled digital client portal.
Product overview
Robertson Stephens Wealth Management provides a unified, digitally-enabled wealth management platform anchored by four pillars: Independent Fiduciary Services, Wealth Planning, Investment Management, and Digital Solutions. The core Digital Solutions Platform serves as the technology interface, delivering personalized dashboards, investment monitoring, wealth plan tracking, and a secure document vault. Investment Management is powered by proprietary Model Portfolios developed by the Investment Office, with support from third-party money managers and sub-advisors. The firm augments its advisory services with optional Tax Compliance and Management, Retirement Plan Consulting, and Family Office Services. The offering also includes an AI-Powered Wealthfeed Chatbot for conversational self-service on the public website.
Differentiator
Problem solved
Functional benefit
Products and services
- Digital Solutions Platform Secure, personalized digital platform offering real-time access to a client's full financial picture, including custom dashboards, investment monitoring, wealth plan tracking, and a document vault with multi-factor authentication and encryption. For Robertson Stephens wealth management clients.
- Independent Fiduciary Services Fiduciary investment advisory services delivered as a standalone offering, emphasizing objective guidance, independent oversight, and acting as a buyer (not a seller) for clients. For high-net-worth individuals, families, and institutions seeking conflict-free advice.
- Wealth Planning Comprehensive wealth planning including tax, risk management, trust and estate, philanthropy, life transitions, and retirement planning, supported by CFP® professionals and a centralized wealth planning team. For affluent individuals and families.
- Investment Management Portfolio management services balancing long-term growth with short-term opportunities, tailored to each client's risk profile, tax sensitivity, liquidity needs, and values; offered on both discretionary and non-discretionary basis. For high-net-worth individuals, families, and institutions.
- Retirement Plan Consulting Advisory services for retirement plan consulting, including plan review, fiduciary support, and investment monitoring for corporate retirement plans. For corporate plan sponsors and fiduciaries.
- Family Office Services Comprehensive family office services for affluent families and family offices, including financial reporting, administration, and coordinated wealth management across generations. For single and multi-family offices.
- Tax Compliance and Management Services Tax preparation, filing, and compliance services, as well as tax strategy and tax management services offered as optional adjunct services to investment advisory clients. For individuals, families, and entities requiring coordinated tax support.
- Model Portfolios Model investment portfolios developed by the Robertson Stephens Investment Office, designed for investors with varying risk tolerance levels ranging from aggressive to conservative strategies. For clients of the Investment Management service.
Quantifiable outcome
- $8.76 billion in assets under management
- +1 more outcomes
Companies that use Robertson Stephens Partners
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Robertson Stephens Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature6 records
Robertson Stephens Partners partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Robertson Stephens Capital Markets, LLCcoreAffiliated FINRA-registered broker-dealer (RSCM) through which some advisors serve as Registered Representatives offering brokerage products and services to clients.
- 415 Insurance Solutions, LLCcoreAffiliated insurance agency through which some employees sell insurance products as licensed insurance agents, receiving commission compensation.
- National Financial Services LLC / FidelityminorOne of the Recommended Custodians for client accounts, providing custody services and execution of securities transactions.
- Charles Schwab & Co., Inc.minorOne of the Recommended Custodians for client accounts, providing custody services and execution of securities transactions.
- Pershing Advisors Solutions LLCminorOne of the Recommended Custodians for client accounts, providing custody services and execution of securities transactions.
- Schwab Advisor ServicesminorVikram Chugh, COO, serves on the Schwab Advisor Services Client Experience Panel, providing input on services for independent investment advisory firms.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Robertson Stephens Partners competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Privately held multifamily office and wealth advisory firm serving UHNW families with investment management, wealth planning, and family office services - directly comparable in target client and service offering to Robertson Stephens.
- Cresset Capital: Independent, family-owned multifamily office and private investment firm serving HNW/UHNW clients with integrated wealth advisory and direct investing; similar PE-influenced ownership structure and national HNW focus.
- Cambridge Associates: Investment advisor serving institutional and private client investors with discretionary portfolio management and advisory services; overlaps with Robertson's investment management and discretionary AUM business.
- Pitcairn: Multi-family office serving HNW families with investment management, wealth planning, and family governance services; comparable target client and integrated fiduciary model.
- Mariner Wealth Advisors: National RIA serving HNW individuals and families with investment management, financial planning, and family office services; comparable scale ($50B+ AUM) and advisor-led business model.
Broad incumbents
- Focus Financial Partners: Leading partnership of independent RIAs (now part of CD&R); provides scale, capital, and infrastructure to HNW-focused advisors - comparable business model as a wealth management consolidator though broader portfolio.
- J.P. Morgan Private Bank: Global private bank offering investment management, wealth planning, and banking services to UHNW clients; competing incumbent with comparable target segment and integrated banking capabilities.
- Goldman Sachs Private Wealth Management: Wirehouse-affiliated private wealth division serving UHNW clients with investment management and wealth planning; competes for the same HNW/UHNW segment but with vastly greater resources and product breadth.
- Morgan Stanley Private Wealth Management: Wirehouse-affiliated private wealth division offering investment advisory, wealth planning, and lending services to UHNW clients; primary incumbent competitor in the HNW segment Robertson targets.
Regional players
- Emigrant Bank Wealth Management: Private bank and wealth management firm serving HNW clients primarily in the Northeast US with investment advisory, banking, and trust services; similar client profile and boutique positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks2 records
Key highlights7 records
Customer concentration
Robertson Stephens Partners social profiles
Digital presenceRobertson Stephens Partners compliance and trust
Trust signalCompliance2 records
Robertson Stephens Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Robertson Stephens Partners leadership team
Management profileNumber of profiles
Profiles17 records
Robertson Stephens Partners subsidiaries and ownership
Company hierarchySubsidiaries3 records
Robertson Stephens Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Robertson Stephens Partners M&A and investment
M&A and investmentM&A
Investments23 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Robertson Stephens Partners
What does Robertson Stephens Partners do?
Robertson Stephens Wealth Management is an SEC-registered investment advisor that delivers personalized investment management, wealth planning, and independent fiduciary advisory services to high-net-worth individuals, families, family offices, trusts and estates, charitable organizations, and retirement plans. Offerings are organized around four pillars—Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions—and are supported by proprietary Model Portfolios, a centralized wealth planning team, and an AI-enabled digital client portal.
Is Robertson Stephens Partners a public or private company?
Robertson Stephens Partners is a private company. It is classified as private equity controlled and is currently operating.
When was Robertson Stephens Partners founded?
Robertson Stephens Partners was founded in 2017. It employs 501 to 1,000 people.
Where is Robertson Stephens Partners based?
Robertson Stephens Partners is headquartered in San Francisco, United States, in the North America region.
How does Robertson Stephens Partners make money?
Six revenue lines are on record. Asset-Based Advisory Fees are the primary driver. The others are financial Planning Fees, tax Compliance Services, tax Management Services, insurance Product Commissions and brokerage Commissions.
Who are Robertson Stephens Partners's main competitors?
Direct peers on record are Bessemer Trust, Cresset Capital, Cambridge Associates, Pitcairn and Mariner Wealth Advisors. Broad incumbents are Focus Financial Partners, J.P. Morgan Private Bank, Goldman Sachs Private Wealth Management and Morgan Stanley Private Wealth Management. Emigrant Bank Wealth Management is listed as a regional player.
Does Robertson Stephens Partners have an API?
No public API is recorded for Robertson Stephens Partners.
What industry is Robertson Stephens Partners in?
Robertson Stephens Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.