Robertson Stephens Acquires $530M RIA in Denver

Robertson Stephens Wealth Management, an independent investment advisory firm headquartered in San Francisco, is expanding its presence in Colorado with the acquisition of Ratio Wealth Group, the firm announced today.

It is Robertson Stephens’ fourth acquisition this year and puts the firm over the $6.5 billion mark in client assets. Ratio Wealth Group, which is headquartered in Denver, has more than $530 million in advisory assets.

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https://www.fa-mag.com/news/robertson-stephens-expands-in-colorado-78988.html?section=126