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Robertson Stephens

Legal Service

We are a privately-held national wealth management firm—with roots in one of the country’s most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens Wealth Management, LLC underwrote hundreds of the era’s most groundbreaking IPOs, helping to fuel the technology revolution. We’re proud to build on that forward-thinking legacy—augmented with our core values of stewardship, integrity, collaboration, curiosity, and innovation. Today, we are one of the fastest-growin

Services

• Let’s Start a Conversation
• Independent Fiduciary
• Wealth Planning
• Investments
• Digital Solutions
• Raj Bhattacharyya

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.