Worth‘s Top RIA Firms 2025
Del Mar, CA - June, 2025
Weatherly Asset Management, L.P. was included in a list of Top RIA firms in Worth’s June 4th, 2025, issue. Worth’s ‘The Leading Advisor’ program identifies registered investment advisors based on the list criteria outlined below.
The list includes approximately 300 advisors/firms, is alphabetical by firm name, and reflects Weatherly’s assets under management (AUM) of $1.267B as of 1/31/2024, per the 2024 Form ADV Annual Amendment regulatory filing.
Worth’s due diligence process involves choosing registered investment advisors for the list that have successfully cleared stringent benchmarks: 1.) AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth; 2.) Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients; 3.) Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management; 4.) Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
Weatherly did not apply to be on the list. The list was developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for ADV Forms disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.
Weatherly was not required to submit materials, payments or purchases to be nominated, considered or included on this list in any way. At the time of this disclosure, Weatherly has not made any payments related to the award or its associated marketing opportunities. The advertisement of nomination for the award 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 award, nominations for the award, or the appropriateness of related advertising.
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