Wetherby Asset Management LLC is excited to share that we have once again been named to Barron’s 2023 Top 100 RIA Firms, which recognizes independent advisory firms across the country.
We are honored to be selected among this impressive cohort of companies who share a relentless focus on client service and satisfaction. This 8th annual ranking by Barron’s evaluates firms on criteria such as assets under management, technology spending, staff diversity, succession planning and other metrics.
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 technology and resources to enhance our systems and client experience, and to evolve our service offerings to meet the changing needs of our clients and their families.
We remain committed to exceptional service, which drives everything we do. While we continue to grow and expand our services, that commitment lives on – as defining and achieving your goals will always be our top priority.
Congratulations to the Wetherby team!