Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christopher K
Series 65
Houston, TX
Robertson Stephens
Christopher Knapp is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 65 credential and has worked at Robertson Stephens Wealth Management since 2021, following prior roles at Collaboration Capital LLC and Perigon Wealth Management, LLC. Knapp serves on the board of The NextSeed Inc., a fintech company, and is a member of the general partner team of Marketplace Fund II, a venture capital fund. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.
Annelise B
CFP®, Series 65
Houston, TX
Robertson Stephens
Annelise Bovet is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior roles include positions at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. She is also a licensed Notary Public. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, managing over $8 billion in assets. The firm offers a range of portfolio management and planning services, utilizing in-house models and third-party managers across various asset classes.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters