FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Wetherby Asset Management
Wetherby Asset Management is a financial advisory company that specializes in providing sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm, they pride themselves on offering objective, unbiased, and thoughtful financial counsel tailored to each client's unique needs and priorities.
Founded in 1990, Wetherby Asset Management introduced the radical concept of independent advice when the industry focused more on selling products than delivering results. They made the groundbreaking decision to separate fees from investment recommendations, setting a new standard in the industry. Today, they have become one of the leading independent investment advisory firms in the United States.
In January 2022, Wetherby Asset Management joined forces with Laird Norton Wealth Management, a highly regarded firm in Seattle. This partnership has expanded their expertise in various wealth management disciplines, further enhancing their ability to serve their clients effectively.
What sets Wetherby Asset Management apart is its commitment to providing exceptional service to every client. They measure this through their high client retention rate, with many clients staying with them for 10, 15, or even 20+ years. They also receive numerous referrals from existing clients as a testament to their quality service. Their recognition in the national and financial press and prominence in industry rankings further validate their dedication to excellence.
One notable aspect of Wetherby Asset Management is that several employees have a stake in the firm. This ownership mindset translates into greater engagement and passion when serving clients. It is evident throughout their entire team that they take pride in building strong client relationships and are genuinely excited about coming to work every day.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Planning
- Investment Advice
- Financial Counsel
- Investment Recommendations
More about Wetherby Asset Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 107341 | 47 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Wetherby Asset Management.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Wetherby Asset Management.