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Bhattacharyya, Raj

Chief Executive Officer

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Robertson Stephens

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Luminaries 2025

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2025 Impact Statement

As a firm built on curating a customized client experience, Robertson Stephens continues to grow under the leadership of CEO Raj Bhattacharyya, who personally drives many aspects of the growth and innovation across the organization. In 2024, Robertson Stephens ended the year with over $7 billion in advisory assets under management, reflecting 45% growth over the previous 12 months and over 40% annualized growth over the past five years. This growth reflects both organic momentum and a successful M&A strategy, with five acquisitions completed during the year. These additions have strengthened the firm’s presence in key markets, including Chicago, Connecticut, Oregon and Colorado, expanding its nationwide footprint to 24 offices.