2025 InvestmentNews– Best Places to Work for Financial Advisors in the USA
Del Mar, CA - March, 2025
Weatherly Asset Management, L.P. was listed as a winner for the 2025 InvestmentNews Best Places to Work award. InvestmentNews recognized standout employers in the financial advice industry in the United States. The list was segmented by employer size categories: 1) Less than 99 Employees; 2) 100-499 Employees. In total, there were 45 winners. Not all nominees were named winners. To view the full list, click here.
To qualify as one of InvestmentNews’ Best Places to Work for Financial Advisors, an advice firm must be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA, be based in the US, have at least 15 employees, and have been in business for one year. To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025.
Weatherly was not required to make payments or purchases to nominate, be nominated, be considered, or included on the list related to the award. No organizational memberships were required of the Firm or individuals. At the time of this disclosure, Weatherly has not made any payments related to the ranking 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