Robertson Stephens Advertising Profile
Robertson Stephens Company Overview:
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County, Santa Rosa and Menlo Park(CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services.

Robertson Stephens Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Robertson Stephens. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Robertson Stephens's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Robertson Stephens have?
Robertson Stephens has 1 unique brands.
How much does Robertson Stephens spend on media?
It is unknown how much Robertson Stephens spends on media.

Robertson Stephens Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Robertson Stephens marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Robertson Stephens?
The chief marketing officer at Robertson Stephens is N/A.
How big is the Robertson Stephens Marketing Team?
There are 1 staff members currently involved in marketing for Robertson Stephens.
Robertson Stephens Ad Spend 2025
This section digs into the specifics of the advertising spend at Robertson Stephens and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Robertson Stephens Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Robertson Stephens, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.

Robertson Stephens Media Mix
Explore a detailed breakdown of the last 12 months media spending for Robertson Stephens across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.

Win More with Winmo
If you are looking to tap into Robertson Stephens marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Robertson Stephens decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.

Request a demo to get full access to this profile.
Looking for a resource to grow your sales? Winmo helps you source more leads by connecting with the right prospects at the right time.
Robertson Stephens Social Media Marketing Ad Spend
See whether Robertson Stephens is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.