UBS Wealth Management USA announced today that 26 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025.
“We are proud to see these talented teams recognized for their dedication to meeting the needs of their clients,” says Justin Frame, Pacific Desert Market Executive, UBS Wealth Management USA. “We are very proud of their commitment to helping clients achieve their financial goals and life ambitions, by providing personalized, comprehensive wealth management services and best-in-class advice. Congratulations to our advisor teams for these prestigious industry recognitions.”
The teams, and where they rank in the state lists, are:
Honolulu, HI: High Net Worth Teams
- The Megorden Group (#4): Matthew Megorden, Todd Iacovelli
- Hawaii Ascendant Wealth Consultants (#8): Dan Shiu, John Miyamasu, Jenny Do
- The Hamano Yoneshige Team (#16): Kyle Yoneshige, Lori Hamano
Orange County, CA: High Net Worth Teams
- Newport Legacy Wealth Management (#2), Newport Beach: Marc Foster, Brian Gooding, Blake Foster
- Porter, Axelson, Bremner (#3), Newport Beach: Barry Porter, James Axelson, Timothy Bremner
- Price Group (#5), Irvine: Christopher R. Price, Dana B. Terry, Justin Equitz, Cameron J. Price, Timothy Marshall
- CBM Wealth Management (#7), Seal Beach: Lisa Chapman, Natalie Barron, Lindsay Mais
- Signature Legacy Wealth Advisors (#20), Newport Beach: Thomas Podmajersky, Nicholas Villasenor, Tyler B. Smith, Daniel Stevens
- Newport Center Wealth Management (#25), Newport Beach: James C. Riley, Adam Koyanagi, Dean Riley, Travis Smith, Steven Smith
- The Pacific Financial Group (#41), Newport Beach: Michael Miremadi, Christopher Heintz, Sam Davidson
- The Ling Group (#107), Brea: Evan Ling, Benjamin Ling, Felix Ling
Orange County, CA: Private Wealth Teams
- Weber Financial Group (#19), Newport Beach: Steven Weber, Christopher Weber
- Spyglass Hill Advisors (#25), Newport Beach: Thomas Nieto, David Levine, Frederick Grand, Tim Thatcher, John Hurford
- The Pitzak Group (#29), Newport Beach: Chris Pitzak, Reid Chase
Riverside County, CA: High Net Worth Teams
- Aligned Wealth Partners (#61), Indian Wells: Thomas Flanagan, James K. Bruner, Patrick Lizza, Cody Finley
San Diego County, CA: High Net Worth Teams
- Mosaic Investment Consulting Group (#9), San Diego, International Division: Douglas E. Kincart, Xavier Ortiz-Mena, Carlos F. Alonso, Darin Beeghley, Mario A. Rosas
- The Thompson Wealth Management Group (#12), San Diego: Earl Thompson, Bryan Thompson, Scott Hollaender
- Highlands Wealth Management (#18), San Diego: Thomas McMullen, Piet Aldrich, Benjamin Nussbaum, Nicholas Pavle
- RKG Wealth Management (#22), San Diego: Andy Ratner, Tom Krumenacker, Christina Gustin
- Prospect Wealth Partners (#29), La Jolla: Frank Baldwin, Brian Donaldson, Alex Howell
- San Diego Wealth Management (#59), San Diego: Jeffrey Adams, Brian Young, Judith Seaver
- SGM Wealth Management (#60), La Jolla: Glenn Sage, Scott Sugarman, Michael Tusan, Trevor Howard
- Andreasen Gleeson Wealth Management (#76), San Diego: Peter Andreasen, Candice Gleeson, Ryan Green, Chris Schierhorn
- Dawson Wealth Management Group (#98), San Diego: Edward L. Dawson, Patty Bribiesca, Adrianne Hoy
San Diego, CA: Private Wealth Teams
- Paradigm Group (#5), La Jolla: Braydon Hamilton, Stephen LaFata, Colin Parker
- Coastal Advisors (#18), La Jolla: Dan Gallagher, Blair Cannon, Chris Marsh, Dustin C. Rief
- Continuum Wealth Advisors (#24), La Jolla: Chris Radici, Andrew Galewski, Brian Maienschein
The third annual Forbes/SHOOK Best-In-State Wealth Management Teams lists feature more than 5,300 teams with cumulative assets of $7 trillion. The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
For the full list and methodology, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
