2015, 2014 Bloomberg Markets

Top 50 Registered Investment Advisors

Top 50 Registered Investment Advisors

December 23, 2015 | Bloomberg Markets

SAN FRANCISCO, CA – Our team is proud to share that Wetherby Asset Management again ranked top of the Bloomberg Markets Top 50 Registered Investment Advisors list for 2015, continuing to lead the ranking for a second year.

The final list of the top 50 firms includes an impressive cohort of elite RIA firms, who share a relentless focus on client service and satisfaction. Of the 486 firms considered for the 2014 Top 50 Registered Investment Advisors ranking, only 10.2% received placement.

Deb Wetherby, founder and CEO, notes that “One key element of our firm’s success is understanding that the satisfaction of clients, shareholders and employees go hand-in-hand. We have an exceptional team devoted to always doing right by our clients, who know that client trust and satisfaction is paramount to our firm. We see it as a great privilege, and a great opportunity, to help our clients succeed in their goals.”

The list evaluates active U.S. registered investment advisers (RIAs) who provide financial planning services, accept no compensation from commissions and have no affiliation with other financial institutions. All RIAs considered obtained more than 75 percent of their assets under management from high-net-worth individuals.

Wetherby Asset Management also ranked first in Bloomberg Market’s inaugural 2014 ranking. The recognition was discontinued after the 2015 edition.

Go to the Ranking | Methodology & Disclosures