ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Legal name: ROBERTSON STEPHENS
CRD #289977 SEC #801-111814 SAN FRANCISCO, CA 415-500-6810
SEC Registered
Total AUM
$7.1B
Discretionary
$5.6B
Employees
113
Clients
--
Accounts
7,419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Dec 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Nov 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Oct 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Oct 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Sep 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Jun 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| May 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Mar 2025 | $7.1B | $5.6B | $1.5B | 113 | 48 |
| Aug 2024 | $4.9B | $3.8B | $1.1B | 92 | 19 |
| Aug 2024 | $4.9B | $3.8B | $1.1B | 92 | 19 |
| Apr 2024 | $4.9B | $3.8B | $1.1B | 92 | 19 |
| Mar 2024 | $4.9B | $3.8B | $1.1B | 92 | 19 |
| Oct 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| Sep 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| Sep 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| Sep 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| Jul 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| May 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| Mar 2023 | $3.7B | $2.9B | $781.9M | 77 | 40 |
| Dec 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Nov 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Sep 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Aug 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Aug 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Aug 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| May 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Apr 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Mar 2022 | $3.9B | $3B | $924.8M | 62 | 28 |
| Feb 2022 | $2.1B | $2.1B | $174.6K | 55 | 15 |
| Jan 2022 | $2.1B | $2.1B | $174.6K | 55 | 15 |
| Jan 2022 | $2.1B | $2.1B | $174.6K | 55 | 15 |
| Oct 2021 | $2.1B | $2.1B | $174.6K | 55 | 15 |
| Sep 2021 | $2.1B | $2.1B | $174.6K | 48 | 15 |
| Aug 2021 | $2.1B | $2.1B | $174.6K | 48 | 15 |
| Jun 2021 | $2.1B | $2.1B | $174.6K | 48 | 15 |
| Jun 2021 | $2.1B | $2.1B | $174.6K | 48 | 15 |
| Apr 2021 | $2.1B | $2.1B | $174.6K | 48 | 15 |
| Feb 2021 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Dec 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Oct 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Oct 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Sep 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Sep 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Sep 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Jul 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Jul 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Jul 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Jun 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Jun 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| May 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Mar 2020 | $1.2B | $1.2B | $26.6M | 34 | 0 |
| Jul 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| Jun 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| Jun 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| May 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| Apr 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| Apr 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| Apr 2019 | $545.8M | $521.9M | $23.9M | 15 | 0 |
| Mar 2019 | $511.6M | $483.8M | $27.8M | 15 | 0 |
| Oct 2018 | $511.6M | $483.8M | $27.8M | 15 | 0 |
| Sep 2018 | $511.6M | $483.8M | $27.8M | 15 | 0 |
| Jul 2018 | $511.6M | $483.8M | $27.8M | 9 | 0 |
| Jun 2018 | $511.6M | $483.8M | $27.8M | 9 | 0 |
| May 2018 | $511.6M | $483.8M | $27.8M | 9 | 0 |
| Mar 2018 | $511.6M | $483.8M | $27.8M | 9 | 0 |
| Feb 2018 | $469.1M | $469.1M | $0 | 9 | 0 |
| Jan 2018 | $469.1M | $469.1M | $0 | 9 | 0 |
| Jan 2018 | $0 | $0 | $0 | 9 | 0 |
| Nov 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateDec 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateNov 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateOct 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateOct 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateSep 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateJun 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateMay 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateMar 2025
Total AUM$7.1B
Discretionary$5.6B
Non-Disc.$1.5B
Employees113
Clients48
DateAug 2024
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees92
Clients19
DateAug 2024
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees92
Clients19
DateApr 2024
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees92
Clients19
DateMar 2024
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees92
Clients19
DateOct 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateSep 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateSep 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateSep 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateJul 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateMay 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateMar 2023
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$781.9M
Employees77
Clients40
DateDec 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateNov 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateSep 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateAug 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateAug 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateAug 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateMay 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateApr 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateMar 2022
Total AUM$3.9B
Discretionary$3B
Non-Disc.$924.8M
Employees62
Clients28
DateFeb 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees55
Clients15
DateJan 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees55
Clients15
DateJan 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees55
Clients15
DateOct 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees55
Clients15
DateSep 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees48
Clients15
DateAug 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees48
Clients15
DateJun 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees48
Clients15
DateJun 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees48
Clients15
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$174.6K
Employees48
Clients15
DateFeb 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateDec 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.6M
Employees34
Clients0
DateJul 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateJun 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateJun 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateMay 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateApr 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateApr 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateApr 2019
Total AUM$545.8M
Discretionary$521.9M
Non-Disc.$23.9M
Employees15
Clients0
DateMar 2019
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees15
Clients0
DateOct 2018
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees15
Clients0
DateSep 2018
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees15
Clients0
DateJul 2018
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees9
Clients0
DateJun 2018
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees9
Clients0
DateMay 2018
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees9
Clients0
DateMar 2018
Total AUM$511.6M
Discretionary$483.8M
Non-Disc.$27.8M
Employees9
Clients0
DateFeb 2018
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0