Robertson Stephens acquires Blue Blaze Financial

New Jersey-based firm brings $200 million in assets.
SEP 25, 2019
Robertson Stephens Wealth Management, a San Francisco, Calif.-based registered investment adviser, has acquired Blue Blaze Financial Advisors, a five-year-old Holmdel, N.J., RIA managing $200 million. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] Blue Blaze co-founders Frank Corrado and his son Frankie Corrado will become managing directors and principals at Robertson Stephens, which manages more than $1 billion through four offices in San Francisco, New York, New Jersey and Sun Valley, Idaho. [More: Wells Fargo reps managing $575 million to open RIA]​ The combined firm has 25 employees. Fidelity is the primary custodian for both firms. [Recommended video: Is it time to sell your RIA? One industry expert says yes]

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