Wetherby Asset Management LLC is excited to share that we have once again been named to Barron’s 2022 Top 100 RIA Firms, which recognizes independent advisory firms across the country.
We are honored to be selected among this impressive cohort of companies who share a relentless focus on client service and satisfaction. This 7th annual ranking by Barron’s evaluates firms on criteria such as assets under management, technology spending, staff diversity, succession planning and other metrics. Of the 177 firms considered, 56% received placement.
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 technology and resources to enhance our systems and client experience, and to evolve our service offerings to meet the changing needs of our clients and their families.
We remain committed to exceptional service, which drives everything we do. While we continue to grow and expand our services, that commitment lives on – 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 Barron’s rankings, however did pay for additional promotional opportunities once selected for the listing.
2022 Top 100 RIA Firms is an independent listing produced by Barron’s magazine. To be eligible for the ranking, firms must be independent registered investment advisors and file an ADV statement with the SEC. Firms must have at least $1.5 billion in assets under management as of December 31, 2021 to be considered for the listing. 177 firms participated in the ranking by submitting a 102-question survey about their practice. Barron’s then verifies the responses with the firms and regulatory database, and then generates the ranking to consider three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. Of the participating firms, 56% – or 100 firms – were selected for the published list. For additional information please visit https://www.barrons.com/articles/barrons-methodology-for-ranking-financial-advisors-51615843316.