Robertson Stephens

$7.2M revenue • 40 employees • 3223 Crow Canyon Rd Ste 245, San Ramon, CA, 94583, United States

Last Updated Dec 10, 2025

Company Overview

Company Name

Robertson Stephens

Address

3223 Crow Canyon Rd Ste 245, San Ramon, CA, 94583, United States

Approx. Annual Revenue

$7.2M

Employees

40

Established

2012

Google Business Category

Financial planner

Locations

12

About Robertson Stephens

This company, established in 2012 and based in San Ramon, California, United States, seeks to provide institutional-quality investments, digital solutions, and comprehensive wealth planning services to clients, with a focus on putting their interests first as a fiduciary.

Business Profile

Read from the Robertson Stephens website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed)
8/10 · Current content dated December 2025; Complete navigation and contact info
Footer copyright year
2025

Robertson Stephens locations

12 Google Business Profile listings.

LocationGoogle categoryReviewsStatus
3223 Crow Canyon Rd Ste 245, San Ramon, CAprimaryFinancial planner—Claimed
15455 Gleneagle Dr Ste 205, Colorado Springs, COFinancial planner—Claimed
One Bay Plaza, 1350 Old Bayshore Hwy Ste 210, Burlingame, CA——Claimed
61 Jesup Rd, Westport, CT———
40 Main St, Madison, NJFinancial planner—Claimed
110 S Wynstone Park Dr Ste 103, North Barrington, ILInvestment service—Claimed
55 Old Bedford Rd Ste 306, Lincoln, MAInvestment service—Claimed
1308 Navasota St, Austin, TX——Claimed
4050 N Lake Creek Dr, Wilson, WY——Claimed
525 3rd St Ste 224, Lake Oswego, OR——Claimed
675 Sun Vly Rd E g, Ketchum, ID——Claimed
2455 Bennett Valley Rd b115, Santa Rosa, CAInvestment service—Claimed

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Frequently Asked Questions about Robertson Stephens

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Key Decision Makers

Joe Delaney Managing Director, Principal
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