Robertson Stephens is a national wealth management firm that focuses on providing personalized financial services to high net worth individuals, family offices, entrepreneurs, executives, and institutions. Originally founded in 1978 as a boutique investment bank in San Francisco, the firm has a rich history in the technology sector, particularly during the internet boom of the late 1990s. After a period of closure, it reopened in 2013 and relaunched in 2018 with a renewed focus on wealth management. The firm offers a range of services, including institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions that enhance client engagement. Robertson Stephens is committed to acting as a fiduciary, prioritizing clients' interests and delivering tailored investment strategies. With over $7 billion in assets under management and a team of 108 professionals, the firm partners with custodians like Charles Schwab, Fidelity, and Pershing to ensure secure asset management.