*Update October, 2020* We hope all of our clients and loved ones are healthy. The Weatherly Team is here to help. We continue to conduct business seamlessly and securely from our office and home offices. As an essential business, we continue to navigate dynamic local and state guidelines, consistently prioritizing the health of clients and our team. Our team continues to work remotely since 3/16/20, adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with us during business hours.

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In the News

Yahoo Finance Interview – The Final Round

Del Mar, CA - October, 2020

Carolyn Taylor represented Weatherly in a Yahoo Finance interview focused on the latest market action based on news of the day, state of the economy amid COVID-19, and what Weatherly is advising during this time of uncertainty. The interview occurred live on October 2nd, 2020 on the Final Round and was published on Yahoo Finance. […]

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Financial Advisor Magazine 2020 RIA Ranking

Del Mar, CA - August, 2020

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine of 2020 RIA Survey and Ranking List. This list is the publication’s 14th annual ranking of independent advisory firms. The list and article are available to view in the print version of the August 2020 issue and online at (https://www.fa-mag.com/news/rias-in-the-time-of-pandemic-56993.html?issue=332). The ranking was based […]

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Barron’s 2020 Top 100 Women Financial Advisors

Del Mar, CA - July, 2020

Carolyn Taylor was included in Barron’s 2020 Top 100 Women Financial Advisors list. View the list here: https://webreprints.djreprints.com/57512.pdf. The full list can be viewed on Barron’s website here: https://www.barrons.com/report/top-financial-advisors/women?mod=faranking_subnav. The criteria for ranking reflects assets under management as of 03/31/2020, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, […]

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2020 Financial Times 300 Top Registered Investment Advisors

Del Mar, CA - July, 2020

Weatherly Asset Management, L.P. was included in the 2020 Financial Times 300 Top Registered Investment Advisors list. This list was published online on FT.com, on July 30, 2020. View the list here: FT300_PDF_Reprint. The selection process for the Financial Times 300 (“FT 300”) is based on the largest independent Registered Investment Advisors across the United […]

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Wealth Management Firms List – San Diego Business Journal May 2020

Del Mar, CA - June, 2020

San Diego Business Journal included Weatherly Asset Management in the 2020 listing of Wealth Management Firms, published on May 4, 2020. Placed among the best in San Diego County, WAM lands the 16th spot of 42 firms in total.  Eligibility requirements to participate included being a registered investment adviser with either the Securities Exchange Commission […]

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2020 Forbes Top Women Wealth Adviors – Shook Research

Del Mar, CA - May, 2020

Carolyn Taylor was nominated for Shook Research’s 2020 Top Women Wealth Advisors list.  She was invited to complete an online survey detailing information about her career, as well as Weatherly as a firm. Carolyn was named 325th out of 1,000 advisors in total. The list was published on April 21st, 2020 on Forbes.com at https://www.forbes.com/top-women-advisors/#143cf71f51f4. […]

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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 […]

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2020 Five Star Wealth Managers

Del Mar, CA - February, 2020

In September 2019, Five Star Professional completed an interview process to determine 2020 Five Star Wealth Managers. Weatherly’s senior team, including Carolyn Taylor, Brent Armstrong, and Kelli Ruby all received this inclusion to participate. Upon completion, all three advisors were named 2020 Five Star Wealth Managers. The Five Star Wealth Manager award, administered by Crescendo […]

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2020 Forbes Best-in-State Wealth Advisors – Shook Research

Del Mar, CA - January, 2020

Carolyn Taylor was nominated for Shook Research’s 2020 Best-in-State Wealth Advisors list.  She was invited to complete an online survey detailing information about her career, as well as Weatherly as a firm. Carolyn was named 5th out of the 80 named from Southern California. In total, the list showcased over 4,000 wealth managers. The list […]

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2019 Business Woman of the Year Finalist – San Diego Business Journal

San Diego, CA - November, 2019

Carolyn Taylor, Kelli Ruby, and Brooke Boone were listed as finalists for the 2019 San Diego Business Journal Business Woman of the Year award. Each year, the San Diego Business Journal (“Journal”) recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. For the 2019 program, Carolyn, Brooke, and Kelli […]

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2019 Inc. 5000: The Fastest-Growing Private Companies

Del Mar, CA - September, 2019

Weatherly Asset Management, L.P. was included in the 2019 Inc. 5000 list of fastest-growing private companies in America. This list is the publication’s 13th annual ranking of independent advisory firms, and was published in the July 2019 issue. To view the article and list, click here https://www.inc.com/inc5000/2019/top-private-companies-2019-inc5000.html Companies on the 2019 Inc. 5000 list are […]

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Wealth Management Firms List – San Diego Business Journal July 2019

Del Mar, CA - July, 2019

San Diego Business Journal included Weatherly Asset Management in the 2019 listing of Wealth Management Firms, published on July 8, 2019. Placed among the best in San Diego County, WAM lands the 16th spot of 30 firms in total. Eligibility requirements to participate included being a registered investment adviser with either the Securities Exchange Commission […]

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2019 Financial Times 300 Top Registered Investment Advisors: Advertisement in Financial Times- Southern California Region

Del Mar, CA - July, 2019

Weatherly Asset Management, L.P. was included in the 2019 Financial Times 300 Top Registered Investment Advisors list. This list was published in print and online on FT.com, on June 27, 2019. View our inclusion on the list here. The selection process for the Financial Times 300 (“FT 300”) is based on the largest independent Registered […]

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Spring Firm Updates

Del Mar, CA - June, 2019

Leo Tolstoy once said, “Spring is the time of plans and projects.”  The Weatherly team continues to grow and flourish as Spring brings opportunities for growth and change.  We are excited to provide you with updates on our Firm and upcoming plans and projects for the second half of 2019. 

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2019 Forbes Best-in-State Wealth Advisors – Shook Research

Del Mar, CA - March, 2019

In August of 2018, Carolyn Taylor and Candise Holmlund were nominated for Shook Research’s 2019 Best-in-State Wealth Advisors list.  Both were invited to complete an online survey detailing information about their careers as well as Weatherly as a firm. Carolyn was named 4th out of the 55 named from Southern California. In total, the list […]

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2019 Five Star Wealth Managers

Del Mar, CA - February, 2019

In September 2018, Five Star Professional completed an interview process to determine 2019 Five Star Wealth Managers. Weatherly’s senior team, including Carolyn Taylor, Candise Holmlund, Brent Armstrong, Ashley Copp, and Kelli Ruby all received this inclusion to participate. Upon completion, all five advisors were named 2019 Five Star Wealth Managers.

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Advisors Magazine Article – Using Real-World Scenarios to Educate Clients

Del Mar, CA - January, 2019

Carolyn Taylor represented Weatherly in an Advisors Magazine article focused on financial education and individualized portfolio management.  “Using Real-World Scenarios to Educate Clients – Tailoring Examples to Personal Situations” was published in the January 2019 issue of Advisors Magazine…

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2018 Business Woman of the Year Finalist – San Diego Business Journal

Del Mar, CA - January, 2019

Carolyn Taylor was listed as a finalist for the 2018 San Diego Business Journal Business Woman of the Year award. Each year, the San Diego Business Journal (“Journal”) recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities.   For the 2018 program, Carolyn was listed among 103 finalists…

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San Diego 500 – The Book of Influential Business Leaders (2019 Edition) – San Diego Business Journal

Del Mar, CA - December, 2018

Candise Holmlund was included in the third edition of the San Diego 500, an annual* book listing 500 influential business leaders published by the San Diego Business Journal. Candise’s profile includes her established career in the wealth management industry, her educational background, and well-rounded engagement with the San Diego Community…

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San Diego Health Magazine Article – Helping People Live Their Values

Del Mar, CA - August, 2018

Candise Holmlund represented Weatherly in a San Diego Health Magazine article focused on planned giving. “Helping People Live Their Values” was published in the Fall 2018 issue of San Diego Health Magazine…

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Financial Advisor Magazine 2018 RIA Ranking

Del Mar, CA - July, 2018

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine of 2018 RIA Survey and Ranking List. This list is the publication’s 12thannual ranking of independent advisory firms, and was published in the July 2018 issue.

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2018 Financial Times 300 Top Registered Investment Advisors: Financial Times – Southern CA Region

Del Mar, CA - June, 2018

Weatherly Asset Management, L.P. was included in the 2018 Financial Times 300 Top Registered Investment Advisors list. This list was published in print and online on FT.com, on June 28, 2018. The selection process for the Financial Times 300 (“FT 300”) is based on the largest independent Registered Investment Advisors across the United States that meet the below criteria

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Wealth Management Firms List – San Diego Business Journal March 2018

Del Mar, CA - March, 2018

San Diego Business Journal included Weatherly Asset Management in the 2018 listing of Wealth Management Firms, published on March 5, 2018. Placed among the best in San Diego County, WAM lands the 16th spot of 34 firms in total.

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2018 Five Star Wealth Managers

Del Mar, CA - March, 2018

Five Star Professional completed an interview process to determine 2018 Five Star Wealth Managers. Weatherly’s senior team, including Carolyn Taylor, Candise Holmlund, Brent Armstrong, Ashley Copp, and Kelli Ruby all received this inclusion to participate. Upon completion, all five advisors were named 2018 Five Star Wealth Managers.

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San Diego 500 – The Book of Influential Business Leaders (2018 Edition) – San Diego Business Journal

Del Mar, CA - December, 2017

Candise Holmlund was included in the second edition of the San Diego 500, an annual book listing 500 influential business leaders published by the San Diego Business Journal.

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Business Woman of the Year – San Diego Business Journal

Del Mar, CA - November, 2017

Weatherly Asset Management’s President Carolyn Taylor was listed as a finalist for the San Diego Business Journal Business Woman of the Year award.

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Woman of the Year – Celebrating Women Nominees – San Diego Magazine

Del Mar, CA - September, 2017

Carolyn Taylor, Candise Holmlund, Ashley Copp, Kelli Ruby and Lindsey Fiske Thompson were nominees for the San Diego Magazine’s 2017 Celebrating Women award series, including “Woman of the Year.”

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Wealth Management Firms List – San Diego Business Journal

Del Mar, CA - July, 2017

San Diego Business Journal included Weatherly Asset Management in the 2017 listing of Wealth Management Firms, published on July 17, 2017. Placed among the best in San Diego County, WAM lands the 16th spot of 38 firms in total.

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Fidelity Article – Attracting Women Advisors to Your Firm

Del Mar, CA - July, 2017

Carolyn Taylor represented Weatherly in an article focusing on the importance and presence of women in the Financial Advisor space, published by Fidelity Investments. “Attracting Women Advisors to Your Firm” was published in July of 2017.

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Financial Advisor Magazine 2017 RIA Ranking

Del Mar, CA - July, 2017

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine of 2017 RIA Survey and Ranking List. This list was published in the July 2017 issue.

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2017 Financial Times 300 Top Registered Investment Advisors: Advertisement in Financial Times – Southern California Region

Del Mar, CA - June, 2017

Weatherly Asset Management, L.P. was included in the 2017 Financial Times 300 Top Registered Investment Advisors list. This list was published online on June 22, 2017.

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Wealth Management Firms List – San Diego Business Journal

Del Mar, CA - January, 2017

San Diego Business Journal (Journal), popularly known for their annual Book of Lists, included Weatherly Asset Management in the 2016 listing of Wealth Management Firms, published on January 9, 2017*. Placed among the best in San Diego County, WAM lands the 19th spot of 40 firms in total.

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Five Star Wealth Managers You Need to Know: Advertisement in the January, 2017 issue of San Diego Magazine – Southern California Region

Del Mar, CA - January, 2017

In January 2017, Five Star Professional paired with the San Diego Magazine to publish profiles of Five Star Professionals in San Diego. Weatherly’s senior team, including Carolyn Taylor, Candise Holmlund, Brent Armstrong, Ashley Copp, and Kelli Ruby all received this inclusion.

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Archived Newsroom

San Diego 500 – The Book of Influential Business Leaders – San Diego Business Journal

Del Mar, CA - December, 2016

Weatherly’s Candise Holmlund was included in the debut edition of the San Diego 500, an annual book listing 500 influential business leaders published by the San Diego Business Journal. Candise’s profile features her established career in the wealth management industry, her educational background, and well-rounded involvement within the San Diego Community.

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Financial Leaders – California: Special Issue of Forbes Magazine

Del Mar, CA - September, 2016

EMI Network Research partnered with Forbes Magazine to produce the California Financial Leaders segment of Forbes Magazine’s September 2016 print special issue. To promote Weatherly Asset Management’s national exposure, as well as community and industry outreach efforts, the Firm chose to participate in the promotion.

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Five Star Wealth Managers You Need to Know: Advertisement in the Wall Street Journal – Southern California Region

Del Mar, CA - June, 2016

Weatherly Asset Management, L.P. is proud to announce that Carolyn Taylor, Candise Holmlund, Brent Armstrong and Ashley Copp were named as Top Wealth Managers You Need to Know by Five Star Wealth Manager.

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The Top 100 Women Financial Advisors – Barron’s

Del Mar, CA - June, 2015

Carolyn Taylor was included in Barron’s June 2015 Top 100 Women Financial Advisors list. The full list can be viewed on Barron’s website.

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