Updated November 21, 2023
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Wetherby Asset Management

Investment Advisor Firm
Total assets under management$6.5B
Years in business34+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Planning
  2. Investment Advice
  3. Financial Counsel
  4. Investment Recommendations

More about Wetherby Asset Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10734147

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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