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Robertson Stephens Wealth Management

In network coverage since October 20, 2026 · 3 stories
Network coverage
M&A

Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting

The deal adds institutional consulting for foundations, endowments and nonprofits, and Milwaukee becomes the firm's first Wisconsin office.
M&A · Oct 20Robertson Stephens says it acquired Alpha Investment Consulting, lifting AUM above $10 billion
M&A · Oct 20Robertson Stephens acquires Alpha, lifting its assets past $10 billion
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