Wetherby Asset Management LLC is pleased to announce that we were named to the CNBC FA 100. In the words of CNBC, the list recognizes financial advisors who “best help their clients navigate their financial lives.”
We are honored to be selected among this diverse group of industry leaders committed to serving a broad range of clients. This fourth annual ranking by CNBC evaluates firms on criteria such as compliance record, numbers of years in business, overall size of staff and number of advisors with professional designations, and total assets under management. Of the 904 firms considered, 11% received placement.
As of January 2022, Wetherby has joined forces with Laird Norton Wealth Management to expand our expertise across a variety of wealth management disciplines. This combination allows us to invest in our firm and our resources, and to evolve our service offerings to meet the changing needs of our clients and their families.
Our commitment to exceptional service remains at the core of all that we do. While we continue to grow and expand our services, our focus remains squarely on our clients, as defining and achieving your goals will always be our top priority.
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 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 CNBC rankings.
CNBC FA 100 is an independent listing produced by CNBC. To be eligible for the ranking, firms must first meet CNBC’s proprietary criteria. Firms which met the initial selection criteria were then invited to complete an additional survey used to determine the final rankings. Data points used in CNBC’s analysis include: 1) advisory firm’s regulatory/compliance record (note: any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking), 2) number of years in the business, 3) number of certified financial planners, 4) number of employees, 5) number of investment advisors registered with the firm, 6) ratio of investment advisors to total number of employees, 7) total assets under management, 8) percentage of discretionary assets under management, 9) total accounts under management, 10) number of states where the RIA is registered, and 11) country of domicile. Of the eligible firms, 11% – or 100 firms – were selected for the published list. For additional information please visit https://www.cnbc.com/2022/10/04/heres-how-we-determine-the-fa-100-ranking-for-2022.html.