2019 Barron's

Top 100 Women Financial Advisors

2019 Top 100 Women Financial Advisors

June 10, 2019 | Barron's

SAN FRANCISCO, CA – Deb Wetherby, CEO and Wealth Manager at Wetherby Asset Management, was again named among the nation’s top advisors by Barron’s in their annual listing of Top Women Financial Advisors.

Deb ranked alongside many impressive women as #39 on this year’s list, joining the nation’s leaders across both independent advisory firms and large financial institutions. “Deb has modeled the way as a successful advisor and also as a leading female executive amongst independent advisory firms,” commented Karen Leech, Wealth Manager and Shareholder at Wetherby Asset Management. “Working with her and the Wetherby team is a great privilege.”

In an industry where Barron’s accounts that female financial advisors represent just 15-20% of all advisors, accolades such as these bring well-deserved recognition for the women on the list. In their article, “Women Make Great Financial Advisors. So Why Aren’t There More?”, Barron’s points out that women can excel as advisors, where empathy, listening and intuition are key ingredients in helping clients achieve their life’s goals.

We are proud that our firm has 49% female employees, including 52% in an advisory role, and we look forward to further advancing equity within financial services. As part of our commitment, our firm has dedicated a formal Diversity, Equity and Inclusion Committee to further support a truly inclusive culture and drive diversity innovation in our industry.

The Top 100 Women Financial Advisors list is produced annually by Barron’s. To determine the rankings, the Barron’s team evaluated female wealth advisors throughout the United States. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, asset preservation and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because clients pursue a range of goals.

For complete information on the 2019 list, as well as important methodology and disclosures, please see the links below.

Congratulations Deb!

Go to the Ranking | Methodology & Disclosures