Robertson Stephens Combines With Alpha Investment Consulting, Reaching $10 Billion in Client Assets

Robertson Stephens Wealth Management combined with Milwaukee-based Alpha Investment Consulting Group, a deal that lifts the firm's client assets above $10 billion and adds institutional consulting to its platform. GlobeNewswire published the announcement on October 20, 2026. Bob Bukowski and his team join Robertson Stephens, which will open a Milwaukee office.

Robertson Stephens' Combination With Alpha Investment

Robertson Stephens is an independent SEC-registered investment advisor based in San Francisco. Alpha Investment is a Milwaukee-based institutional consulting firm. The company said the combination expands its institutional consulting capabilities and broadens the advice it offers to private wealth and institutional clients.

Bukowski joins as Managing Director and Principal and will establish the firm's newest office in Milwaukee, Wisconsin. Patrick Pierce, Tony Jones, Dan Strasser, Julia Ramer and Bailey Jordan join with him, bringing decades of experience advising institutional investors. The addition brings Robertson Stephens to 28 advisory teams across 26 offices.

"Many of our high-net-worth clients serve on boards and investment committees, and adding Bob's team gives us the expertise to serve these organizations directly," said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens. "We are also pleased to build our presence in the Upper Midwest, which positions us well for our next phase of growth."

Bukowski has worked with foundations, endowments, religious organizations, nonprofit institutions and corporations, helping them align investment strategy with organizational mission under a fiduciary standard of care. "Joining Robertson Stephens represents an exciting opportunity to build upon the relationships and expertise our team has developed over many years and add to the resources available to our clients," Bukowski said.

Robertson Stephens' Asset and Funding Records

According to akta.pro company records, Robertson Stephens reported total client assets under management of $8.8 billion as of December 31, 2025. Discretionary assets under management stood at $7 billion, and non-discretionary assets at $1.8 billion. The same records list one funding round, a January 2018 series A led by Long Arc Capital.

Robertson Stephens' Milwaukee Office Plans

Robertson Stephens said Bukowski will establish the firm's newest office in Milwaukee, Wisconsin. The company said assets under management are as of October 2026. Robertson Stephens directs readers to its website, rscapital.com, for more information.