2020, 2019 Forbes

Best-In-State Wealth Advisors

2020 Best-In-State Wealth Advisors

January 16, 2020 | Forbes

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.

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

Congratulations Deb, Christy, Jen and John!

Go to the Ranking | Methodology & Disclosures