Every spring, Barron’s releases their Top Financial Advisors by State list, highlighting advisors across the nation in one of their largest and most comprehensive rankings. We are proud to announce that Deb Wetherby, founder and CEO of Wetherby Asset Management, was again recognized on the list – placing as #48 out of the 120 advisors recognized in California.
“It’s great to see Deb recognized among such a diverse pool of advisors, ranging from independents to big Wall Street firms” said Chris Hauswirth, Wealth Manager and Shareholder at Wetherby Asset Management. “As one of the pioneers of the independent advisory model, she has put clients first since day one and is fully dedicated to building long-term, caring and trusted relationships with clients. This recognition is well-deserved.”
The 2018 Top Advisor Rankings by State list is produced annually by Barron’s and determined from data provided by over 4,000 advisors from throughout the U.S. To determine the rankings, the Barron’s team considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The top 1,200 scoring advisors from this analysis are then selected for inclusion in the list.
Congratulations Deb!Go to the Ranking