firm
Robertson Stephens Wealth Management
SAN FRANCISCO, CA
CRD: 289977
In network coverage since October 20, 2026 · 3 stories
$8.8BRegulatory AUMSEC Form ADV · Oct 24
118EmployeesForm ADV
Network coverage
M&A
Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting
The deal adds institutional consulting for foundations, endowments and nonprofits, and Milwaukee becomes the firm's first Wisconsin office.