Each year, Forbes releases a Best-In-State Wealth Advisors ranking recognizing top financial advisors across the United States who are making a difference for their clients. We are proud to announce that this year’s list includes four Wetherby Asset Management wealth advisors:
- Deb Wetherby, CEO, Wealth Manager and Shareholder, ranked as #5 out of 87 advisors recognized in the San Francisco category. She was also selected for an in-depth profile, “Social Impact Sets The Tone At Debra Wetherby’s $5 Billion Advisory Firm.” Deb was also recognized on the 2019 list.
- Jen Hicks, Wealth Manager and Shareholder, ranked as #57 out of 87 advisors recognized in the San Francisco category. Jen was also recognized on the 2019 list.
- Christy Covalesky, Wealth Manager and Shareholder, ranked as #59 out of 87 advisors recognized in the San Francisco category. Christy was also recognized on the 2019 list.
- John Mell, Wealth Manager and Shareholder, ranked as #58 out of 146 advisors recognized in the New York Private Wealth category. John was also recognized on the 2019 list.
“We are proud to have such a strong showing on this year’s Best-In-State list,” said Steve Janowsky, Chief Operating Officer and Shareholder at Wetherby Asset Management. “This recognition is a testament to our team’s mission to put clients first and build long-term, caring and trusted relationships.”
Produced annually by SHOOK Research, the Best-In-State list recognizes more than 4,000 advisors across the United States who collectively manage over $4 trillion in client assets. Considered advisors have a minimum of seven years’ experience, over 50% of their revenue comes from serving individuals and have an acceptable compliance record. From a pool of approximately 32,000 submissions, the SHOOK team evaluates each advisor on both quantitative and qualitative criteria, including revenue trends, assets under management, compliance records, experience and the incorporation of industry best practices in working with clients.
Congratulations Deb, Christy, Jen and John!
This accolade is presented for informational purposes only; no warranty is either expressed or implied by its presentation. The accolade may not be representative of actual or specific client experiences and should not be considered an endorsement. Wetherby Asset Management (Wetherby) acknowledges the rating reflects an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. Wetherby’s receipt of accolades should not be considered a guarantee of future performance results. Wetherby did not pay a fee to participate in consideration of this accolade.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK™ Research, is determined based on quality of practice, including telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not part of the criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking surveyed 4,000 advisors, of which 5% successfully ranked for this publication. For additional information and methodology, please visit http://www.forbes.com/sites/rjshook/2016/08/03/shook-research-methodology-forbes-top-wealth-advisors/#11f87d634485.