The deal broadens access to financial planning for life goals to wealthy communities in the Northeast.

San Francisco-based independent investment advisor Robertson Stephens has added the team from Blue Blaze Financial Advisors to strengthen client services in the Northeast and extend coverage beyond its New York office.

The deal will give Robertson Stephens an advisory business in affluent Holmdel, New Jersey, co-founded in 2014 by Frank Corrado and his son Frankie Corrado. The family-run advisory firm currently manages around $200 million in assets and specializes in holistic financial planning, tax and investment management. The founders, along with their Blue Blaze colleague Kevin Talty, will join Robertson Stephens as managing directors and principals, the wealth manager said.

The Blue Blaze deal will bring Robertson Stephens' assets under management to more than $1 billion, it said.

“Frank and Frankie’s passion for holistic financial planning strengthens Robertson Stephens’ commitment to building solutions tailored to our clients’ individual life goals,” said Stuart Katz, chief executive and CIO of Robertson Stephens Wealth Management.

The Bay Area-based firm employs 25 people across four offices in San Francisco, New York, New Jersey, and Sun Valley, Idaho. It said that Fidelity Custody & Clearing Solutions will continue to act as the primary custodian for the Blue Blaze team’s client investment assets.