Wetherby Asset Management is proud to be among the firms honored on Forbes’ inaugural 2022 America’s Top RIA Firms list. Our firm ranked as #11 among this impressive cohort of 100 firms who, cumulatively, are entrusted with managing roughly $730 billion in client assets.
This ranking is conducted by SHOOK Research on behalf of Forbes. Their methodology includes both quantitative and qualitative criteria, which includes looking deep to understand the level of service offered to clients, the way relationships with clients are built and maintained, and the broader firm culture that underpins the entire team. As the SHOOK Research team puts it, as they go through the selection process, they ask themselves, “Would we recommend this firm to a friend or family member?”
We are proud to be recognized among so many of our peers committed to our personal and fiduciary duties to our clients.
As of January 2022, our Wetherby team has joined forces with Laird Norton Wealth Management to expand our expertise across a variety of wealth management disciplines. Blending these two firms allows us to invest in resources to enhance our client experience and to continue to expand and evolve our service offerings to meet the changing needs of our clients and their families.
Exceptional service has always, and will continue to, drive everything we do. We remain committed to helping our clients achieve their goals while supporting our team and the communities in which we work.
Congratulations to the Wetherby team!
Accolades are presented for informational purposes only; no warranty is either expressed or implied by their presentation. Accolades may not be representative of actual or specific client experiences and should not be considered endorsements. Wetherby Asset Management LLC (Wetherby) acknowledges that ratings reflect 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 any Forbes rankings, however did pay for additional promotional opportunities once selected for the listing.
America’s Top RIA Firms 2022 is an independent listing produced by Forbes magazine with SHOOK Research. To be eligible for the ranking, firms must be independent registered investment advisors and file an ADV statement with the SEC or leverage a corporate RIA. At least one partner/principal must have a minimum of seven years as an advisor, and the firm must be fully operational as a practice for a minimum of one year, have an acceptable compliance record, incorporate a fiduciary model, and do more than 50% of their business with individuals. Of 36,535 eligible firms, 21,116 completed an online survey about their practice. 15,342 were then interviewed by telephone, 3,250 were interviewed in person at the advisors’ location, and 1,357 were interviewed virtually. Of the firms that completed the initial survey, 0.47% – or 100 firms – were selected for the published list. For additional information, please visit https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=4cc08a6e17d9.