SAN FRANCISCO, CACRD 289977Latest ADV April 1, 2026
Robertson Stephens is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 1, 2026, reports $8.8B in regulatory assets under management, 118 employees, 26 offices, and 8,592 accounts.
Assets Under Management
$8.8B
Employees
118
Offices
26 offices
Total Clients
2,295
Primary office
SAN FRANCISCO, CA
455 MARKET STREET, STE. 1450, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
1,256
2
Individuals
42.7%
980
3
Pension Plans
1.7%
38
4
Corporations
0.5%
11
5
Charitable
0.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.8Bas of April 1, 2026
Discretionary79.8%
$7.0B
80% of total RAUM79.8%
Non-discretionary20.2%
$1.8B
20% of total RAUM20.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.8B
Total Accounts8,592
10Y AUM Change+$8.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees118
Clients per Employee19:1
10Y Employee Change+109 (+1211.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.