North Barrington, IL 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
110 S. Wynstone Park Dr, Unit #103
North Barrington IL 60010
Advisors at this office
3
Advisors at this office
Thomas C
CFP®, Series 63, Series 65
North Barrington, IL
Robertson Stephens
Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.
Daniel Z
CFP®, Series 65
North Barrington, IL
Robertson Stephens
Daniel Zarzynski is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Robertson Stephens with two years of industry experience. His prior roles include positions at CAFG Wealth Management, Camping World, and Brunswick Corporation. Robertson Stephens provides investment advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, managing approximately $8.76 billion in assets as of December 31, 2025.
John D
CFP®, Series 65
North Barrington, IL
Robertson Stephens
John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.
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