Curated News
By: NewsRamp Editorial Staff
April 24, 2025
Robertson Stephens Named Amongst USA Today's Best Financial Advisory Firms for Third Consecutive Year
TLDR
- Robertson Stephens named one of USA Today’s Best Financial Advisory Firms for the third year, ranking in top 20 nationwide.
- Based on client recommendations and AUM growth, Robertson Stephens recognized as top RIA firm in US by USA Today.
- Robertson Stephens focuses on delivering personalized wealth strategies to help clients achieve financial clarity and confidence for a better future.
- Robertson Stephens launched a family office for ultra-high-net-worth clients, showcasing commitment to evolving client needs and substantial growth in AUM.
Impact - Why it Matters
This news highlights the continued success and recognition of Robertson Stephens Wealth Management, LLC as a leading financial advisory firm in the U.S. It showcases the firm's commitment to providing tailored wealth strategies and adapting to the changing needs of its clients. For individuals seeking trusted financial advisory services, this announcement reaffirms Robertson Stephens' position as a top choice for wealth management.
Summary
Robertson Stephens Wealth Management, LLC has been named as one of USA Today’s Best Financial Advisory Firms in 2025, marking the third consecutive year the firm has received this recognition. The firm, managing over $7 billion in client assets, was selected for its commitment to delivering customized wealth strategies with consistency and personalized care. Robertson Stephens ranked in the top 20 firms nationwide and top 5 in its assets under management subcategory.
The ranking was based on recommendations from clients, financial advisors, and industry experts, as well as growth in assets under management over the short and long term. Additionally, Robertson Stephens recently launched a family office to cater to ultra-high-net-worth clients, showcasing its dedication to meeting evolving client needs.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Robertson Stephens Named Amongst USA Today's Best Financial Advisory Firms for Third Consecutive Year
