The Financial Times has again recognized our firm, Wetherby Asset Management, as among the nation’s Top 300 Registered Investment Advisor (RIA) firms, this time in their seventh annual FT 300 ranking. We are proud to rank among this impressive cohort of firms who share our commitment to serve in the best interest of clients.
“We occupy an exciting niche in the RIA space, with an established reputation and access to many opportunities that you see in the nation’s largest firms without losing that boutique approach to service,” commented Chris Hauswirth, Wealth Manager and Shareholder at Wetherby Asset Management. “It offers an exciting perspective on the industry and we feel we are well-positioned to bring the best of both worlds together in serving our clients.”
Our team at Wetherby Asset Management manages over $5.5 billion in assets for individuals and families throughout the United States from our headquarters in San Francisco and offices in New York and Los Angeles. While our firm has grown significantly since being founded in 1990, we remain dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
The FT 300 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. Wetherby Asset Management has been recognized by this award previously, most recently in 2018.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected, representing approximately 40%. For additional information and methodology, please visit https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.