#27Forbes Best-In-State Wealth Advisors
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Forbes Lists

#27
Forbes Best-In-State Wealth Advisors (2024)
California - Los Angeles (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Team Member - Best-In-State Wealth Management Teams (2024)
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
Team Member - America's Top Wealth Management Teams: Private Wealth (2023)
Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

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The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. 
 
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2000 Avenue of the Stars, 7th Floor North, Los Angeles, California 90067
Broker Check
Asset Summary
As of Jun, 2023
$10M
Min Account Size For New Business
$15-350M
Typical Size Of Households
$40M-5B
Typical Net Worth Of Relationships
$3B
Team Assets (Custodied)