Robertson Stephens Wealth Management announced its fourth acquisition of the year and strategically expanded its presence in Colorado with the addition of Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. And Derek Scarth and Graham Gerlach, co-founders of Ratio Wealth Group, join Robertson Stephens with their team, including Josh Freedman, Nancy Kimball, Becky Neils, Jen Padgett, Jack Seavall, and Shawn Wallace.
With the addition of this team, Robertson Stephens has now crossed $6.5 billion in advisory assets across 22 locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), New York (NY), Sun Valley & Boise (ID), Holmdel & Madison (NJ), Austin & Houston (TX), Seattle (WA), Vail & Colorado Springs (CO), Boston (MA), Jackson (WY), Westport (CT), Portland (OR), and now Denver (CO).
KEY QUOTES:
“I am honored to welcome Derek, Graham, and the entire Ratio team to Robertson Stephens. From our first meeting, it was clear that Ratio’s high-growth culture, commitment to financial planning, and collaborative approach to client service aligned perfectly with our values*.** We are particularly excited about the valuable expertise the team brings as it relates to insurance planning and serving airline pilots. This merger, our largest to date, is a testament to the firm’s growing capabilities.”*
- Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens
“We are thrilled to be joining Robertson Stephens. When we first created Ratio Wealth Group, we aimed to offer institutional-quality financial advice for individuals and families while maintaining a fiduciary relationship. This merger with Robertson Stephens allows us to stay ahead of those value-added services to deliver on greater client expectations while continuing to expand our client base. For investments, greater expertise through an Investment Office helps reinforce our allocation decisions and private equity opportunities. Furthermore, we will gain access to an experienced wealth planning group that has specialties across tax, estate, and wealth planning strategies.”
- Derek Scarth, Managing Director and Principal of Robertson Stephens
