Robertson Stephens Wealth Management has acquired Ratio Wealth Group, an SEC-registered investment adviser managing more than $530 million in advisory assets, expanding its presence in Colorado.
Derek Scarth and Graham Gerlach, co-founders of Ratio Wealth Group, join Robertson Stephens with their colleagues Josh Freedman, Nancy Kimball, Becky Neils, Jen Padgett, Jack Seavall, and Shawn Wallace.
With this addition, Robertson Stephens has now crossed $6.5 billion in advisory assets across 22 locations.