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 does not pay a fee to participate in any of the rankings disclosed.
The 2019 Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK™ Research, considers advisors with seven years of experience, a minimum of one year experience at their current firm, over 50% of their revenue and production with individuals, an acceptable compliance record, and who have completed an online survey. The ranking is determined based on the quality of practice, including telephone and in-person interviews, a review of best practices, service and investing models, and compliance records, revenue trends and assets under management. Investment performance is not part of the criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking reviewed nominations of 30,691 advisors, of which 0.9%, or 250 advisors, successfully ranked for this list. For additional information and methodology, please visit https://www.forbes.com/sites/rjshook/2019/09/10/methodology-americas-top-wealth-advisors-2019/#4a04af7e5440.