Milwaukee, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Robertson Stephens
Multi-team
Firm-wide stats for Robertson Stephens
Clients per advisor
29 Very LowAvg AUM per client
$3,177,547 Very HighHNW client ratio
56% Very HighAbout
Robertson Stephens provides investment advisory services to individuals (including high‑net‑worth clients), families, trusts, family and multi‑family offices, charitable organizations, and retirement and profit‑sharing plans, offering discretionary and non‑discretionary portfolio management, investment and pension consulting, model portfolios, and a suite of planning services including tax and estate planning. The brochure reports $8.76 billion in assets under management as of December 31, 2025, and notes the firm has been registered with the SEC since 2017.
Advisors develop individualized asset allocation plans and investment policy statements and implement them using in‑house model portfolios, third‑party money managers and sub‑advisors; the Robertson Stephens Investment Office and Investment Committee oversee model construction, manager due diligence and capital market assumptions. The firm’s stated investment toolkit includes equities, fixed income, mutual funds, ETFs, options and private funds (including hedge and private equity), and it will consider ESG integration or exclusions on a case‑by‑case basis upon client request.
Distinctive aspects disclosed in the brochure include the firm’s presentation of predecessor performance in its materials, an uncommon practice among enterprise advisers, and its ownership and affiliation structure—majority ownership by Long Arc‑affiliated investment funds and the potential to recommend Long Arc Funds—which the brochure identifies as a source of conflicts of interest. The brochure also highlights additional referral and product relationships (including tax compliance and management services, an affiliated insurance agency, and an affiliated broker‑dealer), and explains operational practices such as direct fee debit and standing letters of authorization that can result in the firm being deemed to have custody.
Based on Robertson Stephens
Location
111 E. Kilbourn Ave, Suite 1600
Milwaukee WI 53202
Advisors at this office
3
Advisors at this office
Anthony J
CFA®
Milwaukee, WI
Robertson Stephens
Anthony Jones is a CFA® charterholder based in Milwaukee, WI, with 14 years of industry experience. He has worked at Robertson Stephens since 2026 and previously spent 20 years at Alpha Investment Consulting Group, LLC. Robertson Stephens serves individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans by providing discretionary and non-discretionary portfolio management, investment consulting, and planning services. The firm employs a range of investment strategies overseen by its Investment Office and Committee, managing $8.76 billion in assets as of December 31, 2025.
Robert B
Series 63
Milwaukee, WI
Robertson Stephens
Robert Bukowski is a financial advisor at Robertson Stephens with 20 years of industry experience. He holds a Series 63 designation and previously spent 30 years at Alpha Investment Consulting Group. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 2025.
Julia R
Series 65
Milwaukee, WI
Robertson Stephens
Julia Ramer is a Series 65 licensed financial advisor with Robertson Stephens in Milwaukee, WI, bringing two years of industry experience. She previously worked at Alpha Investment Consulting Group for six years and has a background in full-time education. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutions, offering portfolio management and comprehensive planning services with $8.76 billion in assets under management as of the end of 2025. The firm utilizes a range of investment strategies and vehicle types, manages model portfolios internally, and incorporates due diligence and capital market assumptions through its Investment Office and Committee.
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