Wetherby Named a 2023 Top-Rated Financial Advisor by CNBC

Accolades are presented for informational purposes only; no warranty is either expressed or implied by their presentation. Accolades may not be representative of actual or specific client experiences and should not be considered endorsements. Laird Norton Wealth Management (LNWM) and Wetherby Asset Management LLC (WAM) acknowledge ratings reflect an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. WAM’s receipt of accolades should not be considered a guarantee of future performance results. WAM did not pay a fee to participate in any CNBC rankings.

CNBC FA 100 is an independent listing produced by CNBC. To be eligible for the ranking, firms must first meet CNBC’s proprietary criteria assessed through AccuPoint Solutions’ database. Firms which met the initial selection criteria were then invited to complete an additional survey used to determine the final rankings. Data points used in CNBC’s analysis include: 1) advisory firm’s regulatory/compliance record (note: any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking), 2) number of years in the business, 3) number of certified financial planners, 4) number of employees, 5) number of investment advisors registered with the firm, 6) ratio of investment advisors to total number of employees, 7) total assets under management, 8) percentage of discretionary assets under management, 9) total accounts under management, 10) number of states where the RIA is registered, and 11) country of domicile.

Of the 812 eligible firms, 12% – or 100 firms – were selected for the published list. For additional information please visit https://www.cnbc.com/2023/09/12/heres-how-we-determine-the-fa-100-ranking-for-2023.html.