2025 InvestmentNews Top Financial Advisors in the USA
Del Mar, CA - February, 2025
Carolyn Taylor has been included in the InvestmentNews Top Advisors 2025 special report. The full IN Top Advisors 2025 report was published in the February issue of InvestmentNews online on February 10th 2025. Carolyn was 25th out of 100 advisors in the ranking, The full list is available here: https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa/259151.
About Top Advisors
To compile the inaugural Top Advisors list, Investment News first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on nominees had to be verified by their compliance team before it could be accepted.
The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list. The data used is as of 8/31/2024.
Carolyn received an email invitation to participate in the program. Weatherly’s compliance and marketing team members provided data on behalf of Carolyn in the form of an online survey.
No fees were required to respond to the survey or to be published in the list.
Inclusion in this list and program 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 program or the appropriateness of advertising this award.
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