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About Us

Barron’s 2020 Top 1200 Advisors

Del Mar, CA - March, 2020

Carolyn Taylor was included in Barron’s 2020 Top 1200 Advisor Rankings by State list.  The full list can be viewed on Barron’s website.  View the list here our inclusion in the list here, and the methodology at the following link https://www.barrons.com/report/top-financial-advisors/1000/2020

The criteria for ranking reflects assets under management as of 12/31/2019, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, and philanthropic work. Investment performance is not an explicit criterion because the advisors’ clients pursue a wide range of goals. In many instances, the primary goal is asset preservation.  The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.

Carolyn Taylor was nominated for inclusion in the list.  Survey data was submitted by over 4000 advisors, but only 1200 were published in the ranking. Barron’s uses a proprietary method to rank advisors based on the criteria above.  Weatherly provides this data to Barron’s in the form of a survey response.  Initial ranking is done by Barron’s; publicly available data is verified by Barron’s against SEC and FINRA reports.   Barron’s then conducts the next level of ranking.  Data that is not independently verified by Barron’s is then sent back to the Firm for verification. Barron’s then incorporates any required changes into the ranking, and finalizes the list for editorial use and publishing.  The Top 1,200 are drawn from all 50 states, plus the District of Columbia. This ranking is the largest and most comprehensive of the annual Barron’s advisor listings. It includes a cross section of private-wealth advisors, from independents who own and operate their own practices to advisors from the large Wall Street firms. This special report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth.  Carolyn Taylor ranked 86th in the state of California.

No payment was required for nomination or inclusion in the ranking. *After notice of inclusion in the top 1200 list, Weatherly paid Dow Jones Reprints and Licensing for custom hard copy reprints and digital access after the list was published.  Wealth Managers do not pay a fee to be considered or placed on the final list. No organizational memberships were required of the Firm or individuals.  Ranking on this list 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 inclusion in this list. *updated 3/27/2020

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.