Westport, CT 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
61 Jesup Road
Westport CT 06880
Advisors at this office
4
Advisors at this office
William T
Series 66
Westport, CT
Robertson Stephens
William Thrush is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2024, following prior roles at HighTower Advisors, Merrill, and UBS Financial Services. Robertson Stephens provides investment advisory services to individuals, families, trusts, multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management alongside planning services such as tax and estate planning. The firm manages $8.76 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, options, and private funds.
Meghan R
CFP®, Series 66
Westport, CT
Robertson Stephens
Meghan Rump is a CFP®-certified financial advisor with 21 years of industry experience. She is currently a managing director and investment adviser representative at Robertson Stephens, where she has worked since 2024. Her prior roles include positions at HighTower Advisors and Merrill. 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, planning services, and uses a range of investment tools overseen by its Investment Office and Committee.
Samuel S
Series 65
Westport, CT
Robertson Stephens
Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. 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, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.
Charles S
Series 66
Westport, CT
Robertson Stephens
Charles Simmonds is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously at Third Bridge US Inc and Rockefeller Financial LLC. Outside of his advisory role, he has been involved in a business operating under the name L&J MarketPlace Inc. DBA Fish Market. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.
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