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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-11-2017
- Office Locations
- 43
Office Locations
About Robertson Stephens
Robertson Stephens provides independent wealth planning and portfolio management for individuals and families, including entrepreneurs. The team draws experience from family offices, private banks, and boutique wealth managers to build tailored strategies that balance long-term growth with near-term opportunities and account for risk, taxes, liquidity, and values. Portfolios commonly use ETFs and mutual funds alongside fixed income and select private investments. Clients get a secure, real-time reporting platform; custody includes Schwab.
Reported data analysis
What the numbers show
Between December 16, 2025 and April 1, 2026, reported AUM increased 22.8%, from $7.1B to $8.8B.
Across 5 reported observations, AUM increased 122.9% between December 22, 2022 and April 1, 2026, from $3.9B to $8.8B.
Of the latest reported AUM, 79.8% is discretionary and 20.2% is non-discretionary.
The firm reports 67 advisory representatives and 2,385 clients, or 35.6 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 43 reported office locations and 8 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Robertson Stephens record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAJARSHI BHATTACHARYYA
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
VIKRAM CHUGH
Advisor, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Chris Abbruzzese
Senior Vice President
- CRD
- --
CHRISTOPHER ENRICO ABBRUZZESE
Vice President
- CRD
- #2959986
Showing 2 of 92 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,992,879,444 | $848,444 |
| Non-Discretionary | $1,771,090,530 | $5,060,259 |
| Total | $8,763,969,974 | $1,020,015 |
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Separately Managed Accounts
SMA allocation detail is available
Robertson Stephens has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Robertson Stephens's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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