2025 Forbes America’s Top RIA Firms – Shook Research
Del Mar, CA - October, 2025
Weatherly Asset Management was included in Shook Research’s 2025 America’s Top RIA Firms list. Weatherly was named 220th out of the 250 selected firms nationwide. The list was published on October 1st, 2025 on Forbes.com and can be found here: https://www.forbes.com/lists/top-ria-firms/.
This 2025 Top RIA Firm list is based on data collected reflecting Weatherly’s team-managed assets of $1.4B as of 3/31/2025 and trailing 12 months revenue.
Based on 50,063 nominations received based on thresholds by SHOOK, 28,522 were invited to complete an online survey, 24,647 phone interviews, 6,781 in-person interviews, and 1,596 virtual interviews.
Basic Requirements: A minimum of 7 years as an advisor for 1 partner/principal; Fully operational as a practice for a minimum of 1 year; Must incorporate a fiduciary model; Completion of online survey and interview with SHOOK; Evaluations focused on wealth management; Acceptable compliance record; Quantitative Metrics: Revenues; Assets under management—and quality of those assets; Client-related data, such as retention rates; Portfolio performance is not a factor; audited returns among advisors are rare, and differing client objectives provide varying returns. Qualitative Metrics: Telephone, virtual and in-person meetings with firms (if an in-person meeting cannot be accomplished, exceptions are considered in which the interview will occur after a ranking has been published); Compliance records: Some “dings” can be overlooked (e.g., firm or product failure beyond the scope of an advisor’s due diligence; the older a ding, the less we look). Since there are many gray areas, the SHOOK team is willing to listen to a firm that is willing to stand behind the advisor with written support; Firms that provide a full client experience: Service model; investing process; fee structure; breadth of services (e.g., liabilities and other wealth management services); Credentials (years of service can serve as proxy); Use of team and team dynamics; Community involvement; Discussions with management, peers, competing peers; Compliance Issues
An advisor’s rating must be among SHOOK’s highest qualitative measures including in-person interview and letters of recommendation.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Weatherly Asset Management did not pay any fees to SHOOK to be nominated or included in the “Forbes Best-In- State Wealth Advisors” list and Weatherly was not required to advertise in, or subscribe to, Forbes. As of the time of this disclosure, Weatherly did not elect to pay for reprints of the list.
Inclusion in this ranking is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising the award.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high-net-worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
https://adviserinfo.sec.gov/firm/summary/106935
http://www.weatherlyassetmgt.com/adv/
If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507
Carolyn@weatherlyassetmgt.com