Curated News
By: NewsRamp Editorial Staff
January 16, 2025
Robertson Stephens Ends 2024 with $7.1 Billion in Assets, Achieving Remarkable Growth
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- Robertson Stephens ended 2024 with $7.1 billion in assets, showcasing 45% annual growth, giving them a competitive edge in the wealth management industry.
- Through five strategic acquisitions, Robertson Stephens expanded its presence in various states, culminating in a total of 24 offices across the US.
- Robertson Stephens aims to enhance the wealth management experience by prioritizing clients, offering tailored investment portfolios, and achieving industry recognition for their innovative approach.
- In 2024, Robertson Stephens garnered multiple accolades from reputable financial publications, solidifying its position as a top-tier wealth management firm in the market.
Impact - Why it Matters
This news showcases Robertson Stephens' impressive financial growth and industry recognition, solidifying its position as a leading wealth management firm. Investors and clients can trust in the company's commitment to providing tailored investment solutions and wealth planning services.
Summary
Robertson Stephens Wealth Management, LLC ended 2024 with $7.1 billion in advisory assets under management, showing 45% growth over the previous year. The company completed five acquisitions, expanding its presence in multiple states.
CEO Raj Bhattacharyya highlighted the firm's culture and differentiation as key factors in their success. Robertson Stephens now operates in 24 offices across the country and received recognition from several prestigious publications for their achievements in 2024.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Robertson Stephens Ends 2024 with $7.1 Billion in Assets, Achieving Remarkable Growth
