Wetherby Asset Management is proud to be among the firms honored on Forbes’ 2023 America’s Top RIA Firms list. Our firm ranked as #26 among this impressive cohort of 250 firms who, cumulatively, are entrusted with managing over $1.1 trillion in client assets.
This ranking is conducted by SHOOK Research on behalf of Forbes. Their methodology includes both quantitative and qualitative criteria, which includes looking deep to understand the level of service offered to clients, the way relationships with clients are built and maintained, and the broader firm culture that underpins the entire team. As the SHOOK Research team puts it, as they go through the selection process, they ask themselves, “Would we recommend this firm to a friend or family member?”
We are proud to be recognized among so many of our peers committed to our personal and fiduciary duties to our clients.
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 resources to enhance our client experience and to continue to expand and evolve our service offerings to meet the changing needs of our clients and their families.
Exceptional service has always, and will continue to, drive everything we do. We remain committed to helping our clients achieve their goals while supporting our team and the communities in which we work.
Congratulations to the Wetherby team!
