Robertson Stephens

Firm record

As recorded in SEC IAPD

Firm CRD

289977

SEC number

801-111814

Firm type

RIA

Assets under management

$8.8B as of Apr 1, 2026

Website

www.facebook.com/RobertsonStephensWealthManagement ↗

Phone

415-500-6810

Address

455 Market Street, San Francisco, CA, 94105-2442

Advisors at this firm

67 in our index · page 1 of 2

• Christopher Enrico AbbruzzeseCRD 2959986 · Lake Oswego, OR
  IA Registered
• Leah Diane AdamucciCRD 7291056 · New York, NY
  IA Registered
• Mary Reid AlpersCRD 4777789 · Colorado Springs, CO
  IA Registered
• Daniel Timothy ArcosCRD 5942184 · New York, NY
  IA Registered
• John Carlo BernabeiCRD 2187056 · San Rafael, CA
  IA Registered
• Erik Richards BoeCRD 4268218 · Ketchum, ID
  IA RegisteredBroker
• Annelise BovetCRD 6553252 · Houston, TX
  IA Registered
• Thomas BrunoCRD 2584593 · Wilson, WY
  IA RegisteredBroker
• Thomas Robert CherneskyCRD 1558481 · North Barrington, IL
  IA Registered
• Frank Thomas CorradoCRD 6172937 · Holmdel, NJ
  IA Registered
• Michael James CurleyCRD 2197705 · San Francisco, CA
  IA RegisteredBroker
• Joseph Patrick DelaneyCRD 1741821 · Novato, CA
  IA Registered
• Avi DeutschCRD 6917844 · New York, NY
  IA Registered
• John Patrick DornCRD 6268640 · North Barrington, IL
  IA Registered
• Alicia B DentonCRD 7433402 · New York, NY
  IA Registered
• Jack Ryan DonnellyCRD 7696953 · Sun Valley, ID
  IA Registered
• Elva Abril Espinoza JimenezCRD 7853150 · Lubbock, TX
  IA Registered
• Joshua Nmn FreedmanCRD 2364183 · Denver, CO
  IA Registered
• Pamela Heidi FriedmanCRD 2709432 · Austin, TX
  IA Registered
• Brandon E FryeCRD 5346590 · Lincoln, MA
  IA Registered
• Mallon FitzpatrickCRD 7432135 · New York, NY
  IA Registered
• John L GilliganCRD 4373914 · Ketchum, ID
  IA Registered
• Graham Christy GerlachCRD 3093059 · Sewickley, PA
  IA RegisteredRegistration inactive
• Megan Theresa GrandmaisonCRD 7016974 · South Kingstown, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Francis HagerstromCRD 2517133 · Madison, NJ
  IA Registered
• Victoria J JungCRD 7043182 · New York, NY
  IA RegisteredBroker
• Stuart KatzCRD 2786118 · New York, NY
  IA Registered
• Chingyee Ellen KimCRD 4221752 · Beaverton, OR
  IA Registered
• Christopher Lykes KnappCRD 2594218 · Houston, TX
  IA Registered
• Courtney Marie KellyCRD 8250345 · New York, NY
  IA Registered
• Eric KielCRD 7641394 · Ketchum, ID
  IA Registered
• Keith LarkinCRD 3029072 · San Francisco, CA
  IA RegisteredBroker
• John On-Kwok LauCRD 2207128 · San Ramon, CA
  IA RegisteredBroker
• Matthew Andrew LauCRD 6504414 · Burlingame, CA
  IA RegisteredBroker
• Richard Samuel LewisCRD 6091387 · New York, NY
  IA RegisteredBroker
• David Bieler MatiasCRD 4808986 · Lincoln, MA
  IA Registered
• Karen Lynn McclintockCRD 1499193 · Pasadena, CA
  IA Registered
• Rohan Vinod MotwaniCRD 6507263 · New York, NY
  IA Registered
• John George MurrayCRD 1236207 · Ketchum, ID
  IA RegisteredBroker
• Hunter NorteCRD 5818246 · South Kingstown, RI
  IA RegisteredBroker
• Carol Beth NulmanCRD 1091886 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rebecca E NeilsCRD 4187848 · Denver, CO
  IA RegisteredRegistration inactive
• Morgan Brittany OstosCRD 8246117 · Austin, TX
  IA Registered
• Zachary Wilson PerryCRD 2683721 · Larkspur, CA
  IA Registered
• William Richard PolenskeCRD 1505265 · Boise, ID
  IA RegisteredBroker
• Brian William PostCRD 4549520 · Boise, ID
  IA RegisteredBroker
• Matthew James ParrishCRD 7990606 · Lincoln, MA
  IA Registered
• David John ReichleCRD 1609133 · Lake Oswego, OR
  IA Registered
• Michael Dean RidgewayCRD 2297781 · Clyde Hill, WA
  IA Registered
• Daniel Robert RozanskyCRD 4614479 · Menlo Park, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.