Disclosures

Forbes/SHOOK Top Wealth Advisors Best-In-State

2026
Forbes/SHOOK Top Wealth Advisors Best-In-State (awarded April 2026). Based on data from 6/30/24 through 6/30/25. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
 
2025
Forbes/SHOOK Top Wealth Advisors Best-In-State State (awarded April 2025). Based on data from 6/30/23 through 6/30/24. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
 
2024
Forbes/SHOOK Top Wealth Advisors Best-In State (awarded April 2024). Based on data from 6/30/22 through 6/30/23. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.


Five Star Professional

This award was issued on 12/01/2025 by Five Star Professional (FSP) for the time period 02/12/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4648 Los Angeles-area wealth managers were considered for the award; 151 (3 % of candidates) were named 2026 Five Star Wealth Managers.