RIA Survey & Ranking

Financial Advisor ranks Wetherby Asset Management as #65 on their 2020 RIA ranking.

Each year, Financial Advisor magazine ranks registered investment advisory firms from across the nation in their RIA Survey and Ranking. Wetherby Asset Management is proud to have again been recognized on this ranking, this year as #65 out of a list that includes 715 advisory firms.

In their accompanying article, “RIAs in the Time of Pandemic“, Financial Advisor describes how many of these advisory firms have responded to the novel challenges of the COVID-19 pandemic. For many, including our firm, the top priority was to be there to address each client’s needs and concerns and support them through both the market and personal turmoil. “Our client outreach increased at the same time our offices went fully remote,” said Wetherby’s Chief Technology Officer, Trevor Hicks. “We are grateful to have well-established and secure remote access systems in place such that we were able to seamlessly maintain our high standard of service despite the dramatic shift in our working situation.”

Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families and individuals throughout the United States. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. Wetherby’s team of over 70 employees together manage over $5.5 billion in assets as of June 30, 2020. The firm is headquartered in San Francisco with additional offices in New York and Los Angeles.

Congratulations to the Wetherby team!

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.

FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets under management as of December 31, 2019 to be included in the print edition of Financial Advisor magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC. For additional information please visit https://www.fa-mag.com/research/ria-survey.

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