The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

20. Wetherby Asset Management

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Wetherby Asset Management, based in San Francisco, CA, is ranked No. 20 on the 2022 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $6.4B

Years in Business: 32

Accounts Under Management: 591

Previous appearances on FA 100 List: 0

Principals:

Kristen Bauer, Chief Executive Officer

Deb Wetherby, Managing Partner

Contact:

wetherby.com

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

(415) 399-9159

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