FA 100

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The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

13. Wetherby Asset Management

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Wetherby Asset Management, based in San Francisco, CA, is ranked No. 13 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $7.2B

Years in Business: 33

Accounts Under Management: 603

Previous appearances on FA 100 List: 1 (No. 20 in 2022)

Principals:

Deb Wetherby, Managing Partner & Shareholder

Chris Hauswirth, Wealth Manager & Shareholder

Contact:

wetherby.com

580 California Street, 8th Floor, San Francisco, CA 94104

(415) 399-9159