You're Leaving Our Website...

You clicked a link to an external page which may not be affiliated with this site.

Cancel
Continue

About Us

In the News

2024 Wealth Management Firms List – San Diego Business Journal

Del Mar, CA - May, 2024

San Diego Business Journal included Weatherly Asset Management in the 2024 listing of Wealth Management Firms, published on April 22nd, 2024. Placed among the best in San Diego County, WAM lands the 18th spot of 43 firms in total, ranked by assets under management (AUM). The list of San Diego firms can be found here: […]

Read More ">

2024 InvestmentNews – Staying Fresh Key to Longevity – Featuring Carolyn Taylor

Del Mar, CA - May, 2024

Carolyn Taylor was featured in the May 6th, 2024 issue of InvestmentNews with an interview highlighting her long and illustrious career in the financial services industry, specifically with Weatherly Asset Management LP. The interview is available in the digital edition of the magazine at https://digitaledition.investmentnews.com/?m=62585&i=821549&p=42&ver=html5. In March of 2024, Carolyn was solicited by the InvestmentNews […]

Read More ">

2024 Forbes Best-in-State Wealth Advisors – Shook Research

Del Mar, CA - April, 2024

Carolyn Taylor was nominated for Shook Research’s 2024 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 154 named in the  Southern California HNW category.  In total, the list showcased over 8,500 wealth […]

Read More ">

2024 San Diego Business Journal – 50 Women of Influence Over 50

Del Mar, CA - April, 2024

Carolyn Taylor was listed as one of 50 honorees for the 2024 San Diego Business Journal 50 Women of Influence Over 50 award in the April 1, 2024  weekly Journal. The San Diego Business Journal (“Journal”) recognized 50 dynamic women business leaders over 50 who have contributed significantly to San Diego’s workplaces and communities. The […]

Read More ">

Barron’s 2024 Top 1200 Advisors

Del Mar, CA - March, 2024

Carolyn Taylor was included in Barron’s 2024 Top 1200 Advisor Rankings by State list. The full list can be viewed on Barron’s website. View the list here. The criteria for ranking reflects assets under management as of 09/30/2023, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, and philanthropic […]

Read More ">

2024 Forbes/SHOOK’s Top Women Wealth Advisors Best-In-State

Del Mar, CA - February, 2024

Carolyn Taylor was named one of Shook Research’s 2024 Top Women Wealth Advisors Best-In-State list.  She was invited to complete an online survey detailing information about her career, as well as Weatherly as a firm. Carolyn was named 31st out of 161 advisors in Southern California. The list was published on February 8th, 2024 on […]

Read More ">

2024 Investment News Inaugural Top Advisors

Del Mar, CA - February, 2024

Carolyn Taylor has been included in the Investment News Inaugural Top Advisors 2024 special report. The full IN Top Advisors 2024 report was published in the January issue of Investment News online on 29 January 2024. Carolyn was 11th out of 60 advisors in the ranking, The full list is available here: https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa. About Top […]

Read More ">

2024 Five Star Wealth Managers

Del Mar, CA - February, 2024

Six of Weatherly’s team members were named 2024 Five Star Wealth Managers in December of 2023. Five Star Professional completed the interview process to determine 2024 Five Star Wealth Managers, and included Carolyn Taylor, Brent Armstrong, Kelli Burger, Brooke Boone Kelly, Ryan Richardson, and Aubrey Brown in their rankings. The article can be found here. […]

Read More ">

2023 – Where is the Stock Market Headed? Big Money Pros Weigh In (Barron’s Fall 2023 Big Money Poll of professional investors)

Del Mar, CA - November, 2023

Carolyn Taylor was featured in Barron’s Fall 2023 Big Money Poll of professional investors article. This poll allowed professionals to share their views on the financial markets, the economy, and the developments that will shape both in the year ahead. Barron’s has been conducting the Big Money Poll for nearly 30 years.   The Fall 2023 […]

Read More ">

2023 Women to Watch Portfolio Manager of the Year – Investment News

Del Mar, CA - November, 2023

Kelli Burger was an excellence awardee in the Portfolio Manager of the Year program category of the Investment News Women to Watch awards program. The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in the financial services industry. This year’s Women to Watch Awards program featured a […]

Read More ">

2023 Del Mar Village Association Small Business Spotlight: Weatherly Asset Management

Del Mar, CA - November, 2023

Weatherly was featured in the Del Mar Village Association’s (DMVA) small business spotlight website blog on October 31, 2023. Weatherly was invited via email to participate in the blog opportunity. The business agreed and was asked to answer a series of questions in an online survey format that are consistent with what other spotlight businesses […]

Read More ">

2023 Excell Represent – Women in Wealth Management Award Finalists

Del Mar, CA - November, 2023

Weatherly’s Kelli Burger and Lindsey Thompson were finalists in the 2nd Annual Women in Wealth Management Awards program. The awards were designed to celebrate and honor women in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities, the release said.  The […]

Read More ">

2023 Five Star Wealth Managers (January)

Del Mar, CA - November, 2023

Six of Weatherly’s team members were named 2023 Five Star Wealth Managers in the January 11, 2023 edition of San Diego Magazine.  In June of 2022, Five Star Professional completed the interview process to determine 2023 Five Star Wealth Managers. Carolyn Taylor, Brent Armstrong, Kelli Ruby, Cole Hansen, Brooke Kelly, and Ryan Richardson all received […]

Read More ">

2023- San Diego Magazine’s Celebrating Women 2023 Nominations

Del Mar, CA - November, 2023

Carolyn Taylor, Kelli Burger, Brooke Kelly, and Lindsey Thompson were nominees in the 2023 Annual San Diego Magazine’s Celebrating Women in Finance category.  Carolyn was a Pioneer nominee, while Kelli, Brooke and Lindsey were Rising Star nominees.   The award program recognizes one Pioneer and one Rising start in each of the 14 award categories.  None […]

Read More ">

2023 San Diego Business Journal – Best Places to Work

Del Mar, CA - September, 2023

Weatherly Asset Management, L.P. was listed as a finalist for the 2023 San Diego Business Journal Best Places to Work award. The San Diego Business Journal (“Journal”) recognized outstanding companies whose benefits, policies and practices are among the best in the region. There were 100 winners overall, and the list was segmented by employer size […]

Read More ">

2023 Financial Advisor Magazine 2023 RIA Ranking

Del Mar, CA - July, 2023

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine 2023 RIA Survey and Ranking List. This list is the publication’s 17th annual ranking of independent advisory firms. The list and article are available to view in the print version of the July 2023 issue and online here. The ranking was based on 2022 […]

Read More ">

2023 San Diego Business Journal – 40 Business Leaders Under 40

Del Mar, CA - July, 2023

Kelli Burger, Brent Armstrong, and Brooke Boone Kelly were listed as honorees for the 2023 San Diego Business Journal 40 Business Leaders under 40 award. The San Diego Business Journal (“Journal”) recognized 40 dynamic business leaders under 40 who have contributed significantly to San Diego’s workplaces and communities. The San Diego Business Journal solicited nominations […]

Read More ">

Barron’s 2023 Top 100 Women Financial Advisors

Del Mar, CA - June, 2023

Carolyn Taylor was included in Barron’s 2023 Top 100 Women Financial Advisors list. The full list can be viewed on Barron’s website. View the list here: https://www.barrons.com/advisor/report/top-financial-advisors/women/?mod=article_inline. The criteria for ranking reflects assets under management as of 03/31/2023, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, and philanthropic […]

Read More ">

2023 Wealth Management Firms List – San Diego Business Journal

Del Mar, CA - May, 2023

San Diego Business Journal included Weatherly Asset Management in the 2023 listing of Wealth Management Firms, published on April 24th, 2023. Placed among the best in San Diego County, WAM lands the 17th spot of 44 firms in total. Eligibility requirements to participate included being a registered investment adviser with either the Securities Exchange Commission […]

Read More ">

Barron’s Advisor Q&A Interview

Del Mar, CA - March, 2023

Carolyn Taylor represented Weatherly in a Barron’s Advisor interview focused on how advisors have changed their approach to portfolio management since 2022. The interview occurred over the phone on February 27th, 2023 and appeared in their 2023 Top 1,200 Barron’s Advisor ranking in the print editions of Barron’s (March 13) and The Wall Street Journal […]

Read More ">

Barron’s 2023 Top 1200 Advisors

Del Mar, CA - March, 2023

Carolyn Taylor was included in Barron’s 2023 Top 1200 Advisor Rankings by State list. The full list can be viewed on Barron’s website. View the list here. The criteria for ranking reflects assets under management as of 09/30/2022, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, and philanthropic […]

Read More ">

2023 InvestmentNews – Best Places To Work

Del Mar, CA - March, 2023

Weatherly Asset Management, L.P. was listed as a winner for the 2023 InvestmentNews Best Places to Work award. InvestmentNews recognized standout employers in the financial advice industry in the United States. There were 75 winners overall, and the list was segmented by employer size categories: 1) Small Employer Category (15-29 US Employees); 2) Medium Employer […]

Read More ">

2023 Forbes Top Women Wealth Advisors Best-In-State – Shook Research

Del Mar, CA - February, 2023

Carolyn Taylor was named in the Shook Research’s 2023 Top Women Wealth Advisors Best-In-State list.  She was invited to complete an online survey detailing information about her career, as well as Weatherly as a firm. Carolyn was named 15th out of 124 advisors in Southern California. The list was published on February 2nd, 2023 on […]

Read More ">

2023 RIA Edge 100

Del Mar, CA - February, 2023

Weatherly Asset Management was named on WealthManagement.com’s RIA Edge 100 list. The list was published on February 6th, 2023 on WealthManagement.com. To view the list, click here. The 2023 RIA Edge 100 list reflects Weatherly’s discretionary AUM as of 09/30/2021, which was $1,140,527,688 and total number of clients as of 12/31/2021, which was 372 clients. […]

Read More ">

2022 Business Woman of the Year Finalist – San Diego Business Journal

Del Mar, CA - November, 2022

Carolyn Taylor, Kelli Burger, Lindsey Fiske-Thompson, and Brooke Boone Kelly were listed as finalists for the 2022 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 2022 program, Carolyn, […]

Read More ">

2022 San Diego 500-The Most Influential People in San Diego – San Diego Business Journal

Del Mar, CA - November, 2022

Kelli Burger was included in the 2022 San Diego 500, an annual publication listing 500 influential business leaders published by the San Diego Business Journal. Kelli’s profile includes her established career in the wealth management industry, and her well-rounded engagement with the San Diego Community. You can view the full list here and read Kelli’s […]

Read More ">

2022 Forbes Best-in-State Wealth Advisors – Shook Research

Del Mar, CA - October, 2022

Carolyn Taylor was nominated for Shook Research’s 2022 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 43st out of the 113 named from Southern California. In total, the list showcased over 6,500 wealth managers. The list […]

Read More ">

2022 San Diego Business Journal – Best Places to Work

Del Mar, CA - August, 2022

Weatherly Asset Management, L.P. was listed as a finalist for the 2022 San Diego Business Journal Best Places to Work award. The San Diego Business Journal (“Journal”) recognized outstanding companies whose benefits, policies and practices are among the best in the region. There were 100 winners overall, and the list was segmented by employer size […]

Read More ">

2022 San Diego Business Journal – 40 Business Leaders Under 40

Del Mar, CA - August, 2022

Kelli Burger was listed as an honoree for the 2022 San Diego Business Journal 40 Business Leaders under 40 award. The San Diego Business Journal (“Journal”) recognized 40 dynamic business leaders under 40 who have contributed significantly to San Diego’s workplaces and communities. The San Diego Business Journal solicited nominations via email invitation to their […]

Read More ">

2022 Financial Advisor Magazine 2022 RIA Ranking

Del Mar, CA - August, 2022

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine 2022 RIA Survey and Ranking List. This list is the publication’s 16th annual ranking of independent advisory firms. The list and article are available to view in the print version of the July 2022 issue and online here. The ranking was based on 2021 […]

Read More ">

Advent Media Group Article

Del Mar, CA - July, 2022

Weatherly was solicited by Advent Media Group (AMG) to be included in the San Diego Financial special advertising section featured in Fortune, Entrepreneur, and Bloomberg Businessweek. The interview process was over the phone focusing on what areas of business that we specialize in, what we are currently doing in the industry, and why we have […]

Read More ">

Barron’s 2022 Top 100 Women Financial Advisors

Del Mar, CA - July, 2022

Carolyn Taylor was included in Barron’s 2022 Top 100 Women Financial Advisors list.  The full list can be viewed on Barron’s website.  View Carolyn’s inclusion in the list here. View the full list here . The criteria for ranking reflects assets under management as of 03/31/2022, revenue that the advisors generate for their Firms, regulatory record, […]

Read More ">

2022 San Diego Business Journal – 50 Women of Influence Over 50

Del Mar, CA - June, 2022

Carolyn Taylor was listed as an honoree for the 2022 San Diego Business Journal 50 Women of Influence Over 50 award. The San Diego Business Journal (“Journal”) recognized 50 dynamic women business leaders over 50 who have contributed significantly to San Diego’s workplaces and communities. The San Diego Business Journal solicited nominations via email invitation […]

Read More ">

2022 Forbes Top Women Wealth Advisors Best-In-State – Shook Research

Del Mar, CA - April, 2022

Carolyn Taylor was named one of Shook Research’s 2022 Top Women Wealth Advisors Best-In-State list. She was invited to complete an online survey detailing information about her career, as well as Weatherly as a firm. Carolyn was named 32nd out of 79 advisors in Southern California. The list was published on February 4th, 2022 on […]

Read More ">

2022 Five Star Wealth Managers

Del Mar, CA - April, 2022

In September 2021, Five Star Professional completed an interview process to determine 2022 Five Star Wealth Managers. Several of Weatherly’s team, including Carolyn Taylor, Brent Armstrong, Kelli Ruby, and Ryan Richardson all received this inclusion to participate. Upon completion, all four advisors were named 2022 Five Star Wealth Managers. View the feature by clicking here. […]

Read More ">

Barron’s 2022 Top 1200 Advisors

Del Mar, CA - April, 2022

Carolyn Taylor was included in Barron’s 2022 Top 1200 Advisor Rankings by State list. The criteria for ranking reflects assets under management as of 09/30/2021, 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.

Read More ">

2021 San Diego Business Journal – 50 Influential Women Over 50

San Diego, CA - September, 2021

Carolyn Taylor was listed as an honoree for the 2021 San Diego Business Journal 50 Influential Women Over 50 award. The San Diego Business Journal (“Journal”) recognized 50 dynamic women business leaders over 50 who have contributed significantly to San Diego’s workplaces and communities.  The San Diego Business Journal solicited nominations via email invitation to their mailing lists and via the paper journal circulation.  Members […]

Read More ">

2021 Financial Advisor Magazine 2021 RIA Ranking

Del Mar, CA - September, 2021

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine 2021 RIA Survey and Ranking List. This list is the publication’s 15th annual ranking of independent advisory firms. The list and article are available to view in the print version of the August 2021 issue and online at (https://www.fa-mag.com/news/the-future-is-now-63028.html).  The ranking was based on 2020 year end discretionary and non-discretionary AUM reported on ADV.  To be eligible for the ranking, firms must be independent […]

Read More ">

Barron’s Advisor Interview – The Big Q: What Book Would You Recommend to Other Advisors?

Del Mar, CA - July, 2021

Carolyn Taylor represented Weatherly in a Barron’s Advisor interview focused on finding the season’s best reads for wealth managers. The interview occurred over the phone on July 19th, 2021 and was published on July 22nd, 2021 in the weekly feature, the Big Q, on the Barron’s Advisor website. Please click here to read the full […]

Read More ">

Barron’s 2021 Top 100 Women Financial Advisors

Del Mar, CA - June, 2021

Carolyn Taylor was included in Barron’s 2021 Top 100 Women Financial Advisors list.  The full list can be viewed on Barron’s website.  View the list here: https://www.barrons.com/advisor/report/top-financial-advisors/women?mod=topwomen. The criteria for ranking reflects assets under management as of 12/31/2020, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, and philanthropic […]

Read More ">

2021 Forbes Top Women Wealth Advisors – Shook Research

Del Mar, CA - May, 2021

Carolyn Taylor was nominated for Shook Research’s 2021 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 396th out of 1,000 advisors in total. The list was published on March 24th, 2021 on Forbes.com at https://www.forbes.com/sites/rjshook/2021/03/24/the-2021-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/?sh=431dfbc42fe0. […]

Read More ">

Barron’s 2021 Top 1200 Advisors

Del Mar, CA - March, 2021

Carolyn Taylor was included in Barron’s 2021 Top 1200 Advisor Rankings by State list. The full list can be viewed on Barron’s website. View the list here. The criteria for ranking reflects assets under management as of 09/30/2020, revenue that the advisors generate for their Firms, regulatory record, quality of the advisor’s practices, and philanthropic […]

Read More ">

2021 Five Star Wealth Managers

Del Mar, CA - March, 2021

In September 2020, Five Star Professional completed an interview process to determine 2021 Five Star Wealth Managers. Several of Weatherly’s team, including Carolyn Taylor, Brent Armstrong, Kelli Ruby, and Ryan Richardson all received this inclusion to participate. Upon completion, all four advisors were named 2021 Five Star Wealth Managers. View Weatherly’s profile here.  The Five […]

Read More ">

2021 Forbes Best-in-State Wealth Advisors – Shook Research

Del Mar, CA - March, 2021

Carolyn Taylor was nominated for Shook Research’s 2021 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 41st out of the 79 named from Southern California. In total, the list showcased over 5,000 wealth managers. The list […]

Read More ">

2020 Business Woman of the Year Finalist – San Diego Business Journal

San Diego, CA - March, 2021

Carolyn Taylor, Kelli Ruby, Lindsey Fiske-Thompson, and Brooke Boone Kelly were listed as finalists for the 2020 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 2020 program, Carolyn, […]

Read More ">

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. […]

Read More ">

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 […]

Read More ">

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. 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, and philanthropic work. Investment performance […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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. […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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 […]

Read More ">

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. 

Read More ">

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 […]

Read More ">

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.

Read More ">

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…

Read More ">

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…

Read More ">

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…

Read More ">

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…

Read More ">

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.

Read More ">

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

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.”

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">

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.

Read More ">