Barron’s has released their 2021 Top 100 RIA Firms to recognize industry leaders across the nation, and Wetherby Asset Management is honored to be included in an impressive group committed to putting the needs of our clients first.
The 2021 Top 100 RIA Firms list includes a broad range of firms large and small who manage assets for individual families with hundreds of thousands to invest to multigenerational wealth accounting for tens of millions and more. For firms like Wetherby, focusing on a particular demographic, in our case individuals and families with more than $10M to invest, offers clients “expanded expertise and sophistication.”
Our founding values of independence, integrity and a strong commitment to client service continue to guide Wetherby’s direction as a firm. Our growth continues organically, often from new clients who find our firm values align with their own. We currently manage over $6 billion in assets under management as of March 30, 2021.
CEO and Founder, Deb Wetherby, notes that “we are always honored to be included in this type of list. As the industry moves in many directions, we’re proud of the long-standing relationships we have with our clients that have grown out of our commitment to providing the kind of thoughtful, personal advice that helps our clients move through the many stages of their lives.”
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 (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.
2021 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, 2020 to be considered for the listing. 112 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, 89% – 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.