2017 SF Business Times

Top Wealth Management Firms in the Bay Area

Top Wealth Management Firms in the Bay Area

June 16, 2017 | SF Business Times

SAN FRANCISCO, CA, June 16, 2017 – Wetherby Asset Management has been named among the Top Bay Area Wealth Management Firms by San Francisco Business Times. This list recognizes top firms based on Bay Area assets under management for individuals and families.

“From our headquarters in San Francisco and our office in New York, we have the honor to serve a diverse client base from throughout the United States,” stated Deb Wetherby, CEO and Founder. “Having been founded here in San Francisco over 25 years ago means our presence in the Bay Area remains strong. As a highly reputed area for world class wealth management practices, it is an honor to be recognized by this community.”

Wetherby Asset Management ranked 14th on the list, which includes a mix of independent registered investment advisory firms as well as large financial firms.

Go to the Ranking | Methodology & Disclosures