On July 30, 2024, Robertson Stephens Wealth Management announced that it acquired Ratio Wealth Group.
Robertson Stephens Wealth Management (“Robertson Stephens”) announced, on July 30, 2024, that it acquired Ratio Wealth Group (“Ratio”). Under the terms of the transaction, the co-founders of Ratio, Derek Scarth and Graham Gerlach, and their team joined Robertson Stephens. Further terms of the transaction were not disclosed.
Robertson Stephens, based in San Francisco, is a registered investment advisor that offers financial planning and investment advisory services. As of August 2024, Robertson Stephens had over $4.9 billion in assets under management.
Ratio, based in Denver, Colorado, is a registered investment advisor that offers financial planning, risk management, and portfolio construction services. Ratio managed approximately $530 million in client assets.
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