Founded in 1990, Wetherby Asset Management is one of the largest independent employee-owned advisory firms in the United States, with over $3.9 billion* in assets under advisement. We established our firm on one overriding principle: to provide the highest level of investment advice in the best interest of our clients, always placing the client first. We offer customized financial advice, highly personalized wealth planning strategies and disciplined investment management to capture opportunity while minimizing risk.