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ROBERTSON STEPHENS
Legal name: ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD 289977File 801-111814
APPROVED
Retail clients
Custody
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.76B
Top 10% of cohort (national)
Discretionary AUM
$6.99B
Non-discretionary $1.77B
Clients
2,295
8,592 accounts
Employees
118
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 11, 2017
- Principal office
- 455 MARKET STREET, STE. 1450, SAN FRANCISCO, CA, 94105-2442
- Phone
- 415-500-6810
- Website
- https://www.rscapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.76B
- Discretionary AUM
- $6.99B
- Non-discretionary AUM
- $1.77B
- Discretionary accounts
- 8,242
- Non-discretionary accounts
- 350
- Total accounts
- 8,592
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $156.1M |
| Charitable organizations | 10 | $118.6M |
| High net worth individuals | 1,256 | $6.73B |
| Pension and profit sharing plans | 38 | $1.38B |
| Individuals (other than high net worth individuals) | 980 | $379.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 113 | 118 | increased by5 |
| Apr 1, 2026 | Clients | 2,060 | 2,295 | increased by235 |
| Apr 1, 2026 | AUM | $7,139,384,497 | $8,763,969,974 | increased by$1,624,585,477 |
| Apr 1, 2026 | Accounts | 7,419 | 8,592 | increased by1,173 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 113 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 631 | 2,060 | increased by1,429 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,930,992,888 | $7,139,384,497 | increased by$3,208,391,609 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,607 | 7,419 | increased by4,812 |
| Apr 1, 2022 | Employees | 55 | 62 | increased by7 |
| Apr 1, 2022 | Clients | 420 | 631 | increased by211 |
| Apr 1, 2022 | AUM | $2,096,245,335 | $3,930,992,888 | increased by$1,834,747,553 |
| Apr 1, 2022 | Accounts | 2,015 | 2,607 | increased by592 |
| Nov 1, 2021 | Employees | 48 | 55 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROBERTSON STEPHENS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROBERTSON STEPHENS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.