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Financial ADVSR advisor directory · SEC adviser records

Robertson Stephens financial advisors

Every SEC-registered investment adviser representative at Robertson Stephens, by the state and city of the office they work from.

72 registered advisors work at Robertson Stephens, in 14 states and 24 cities; the most are in San Francisco, CA (37). 0 list the CFP designation and 21 are also registered broker representatives.

Search every Robertson Stephens advisor by name →Robertson Stephens: assets, clients and custodians →

Cities with the most Robertson Stephens advisors

San Francisco, CA 37Ketchum, ID 5New York, NY 3South Kingstown, RI 3Westport, CT 3Denver, CO 2North Barrington, IL 2Austin, TX 1Beaverton, OR 1Bellevue, WA 1Boise, ID 1Holmdel, NJ 1Houston, TX 1Lake Oswego, OR 1Lincoln, MA 1Madison, NJ 1Menlo Park, CA 1Milwaukee, WI 1Narragansett, RI 1Novato, CA 1San Rafael, CA 1San Ramon, CA 1Sewickley, PA 1Sun Valley, ID 1

Robertson Stephens advisors by state

Robertson Stephens in California 41

San Francisco 37Menlo Park 1Novato 1San Rafael 1San Ramon 1

Robertson Stephens in Idaho 7

Ketchum 5Boise 1Sun Valley 1

Robertson Stephens in Rhode Island 4

South Kingstown 3Narragansett 1

Robertson Stephens in Connecticut 3

Westport 3

Robertson Stephens in New York 3

New York 3

Robertson Stephens in Colorado 2

Denver 2

Robertson Stephens in Illinois 2

North Barrington 2

Robertson Stephens in New Jersey 2

Holmdel 1Madison 1

Robertson Stephens in Oregon 2

Beaverton 1Lake Oswego 1

Robertson Stephens in Texas 2

Austin 1Houston 1

Robertson Stephens in Massachusetts 1

Lincoln 1

Robertson Stephens in Pennsylvania 1

Sewickley 1

Robertson Stephens in Washington 1

Bellevue 1

Robertson Stephens in Wisconsin 1

Milwaukee 1

Questions

How many financial advisors does Robertson Stephens have?

72 investment adviser representatives are registered with Robertson Stephens, according to the SEC's Investment Adviser Public Disclosure records, in 14 states and 24 cities. 0 list the CFP designation and 21 are also registered as broker representatives.

Where does Robertson Stephens have the most advisors?

San Francisco, CA, with 37 registered advisors, then Ketchum, ID (5). By state, California has the most, with 41.

How do I find a Robertson Stephens financial advisor near me?

Pick your state below, then your city, to see every Robertson Stephens advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Robertson Stephens offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →