About Us

Del Mar, CA - April, 2026

Carolyn Taylor has been included in the InvestmentNews Top Advisors 2026 special report. The full IN Top Advisors 2026 report was published in the February issue of InvestmentNews online on 25 February 2026. Carolyn was 60th out of 100 advisors in the ranking, The full list is available here: https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-usa/265192.

About Top Financial Professionals
To compile the third annual Top Financial Professionals (previously Top Advisors) list, InvestmentNews opened a public nomination process for eligible financial professionals. Nominations were accepted from advisors, colleagues, industry professionals, and clients. Only professionals who were formally nominated were considered for the 2026 list. All nominee information was required to be reviewed and verified by each professional’s compliance department before it was accepted into the evaluation process.

A total of 394 nominations were received, and 100 professionals were ultimately selected as recipients of the 2026 Top Financial Professionals recognition.

Professionals were evaluated solely on quantifiable business metrics covering the period from August 2024 through August 2025. The ranking was based on the following weighted calculations: 50% – total 2025 AUM, 25% – AUM growth over the evaluation period, 25% – client growth over the evaluation period

InvestmentNews assigned each professional a ranking within each of the three categories and then applied the weighting formula above to calculate a combined score. Nominees were placed on the 2026 Top Financial Professionals list based on their final composite ranking.

Carolyn received an email invitation to participate in the program. Weatherly’s compliance and marketing team members provided data on behalf of Carolyn in the form of an online survey.

No fees are required to be nominated or considered for this recognition. Some professionals may choose to purchase optional promotional or marketing packages from InvestmentNews after being selected. Such purchases do not influence the methodology, scoring, or selection in any way.

Inclusion in this list and program 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 program or the appropriateness of advertising this award.

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