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Twenty-six UBS financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams lists for 2025, which includes over 5,300 teams managing a total of $7 trillion in assets. Notably, Newport Legacy Wealth Management ranked #2 in Orange County, while The Megorden Group secured #4 in Hawaii's High Net Worth Teams category.
UBS Wealth Management USA announced that 26 financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2025. This acknowledgment highlights their commitment to providing personalized wealth management services and achieving clients' financial goals. The list features teams across various rankings, showcasing their expertise and dedication in the industry.
Frank Baldwin
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ubs advisor teams excel in forbes best in state wealth management list
United States Dollar
USA
CHE
Christopher R. Price
Frank Baldwin
Blair Cannon
James Axelson
Glenn Sage
Tim Thatcher
Dustin C. Rief
Christopher Heintz
Kyle Yoneshige
Brian Maienschein
Andy Ratner
Edward L. Dawson
Timothy Bremner
Darin Beeghley
Michael Tusan
Christopher Weber
Dan Shiu
Thomas Podmajersky
Lindsay Mais
Bryan Thompson
Tom Krumenacker
Scott Sugarman
Mario A Rosas
Judith Seavers
Natalie Barron
Colin Parker
Dana B. Terry
Evan Linger
Patrick Lizza
Earl Thompson
Stephen Lafata
James Riley
Justin Equitz
Tyler B. Smith
Lori Hamano
Lisa Chapman
Matthew Megorden
Cody Finley
Nicholas Pavlenko
Thomas Nieto
Brian Young
Nicholas Villasenor
James K. Bruner
Chris Schierhorn
Barry Porter
Dean Riley
Christina Gustin
Fred Grandy
Cameron J. Price
Chris Radici
Benjamin Ling
Todd Iacovelli
Andrew Galewski
Trevor Howard
Timothy Marshall
Brian Gooding
Ryan Greene
Carlos Alonso
David Levine
Reid Chase
Benjamin Nussbaum
Scott Hollaender
Alex Howell
Blake Foster
Braydon Hamilton
Travis Smith
Felix Ling
Patty Bribiesca
Steve Smith
Chris Pitzak
Chris Marshall
Dan Gallagher
Daniel Stevenson
Sam Davidson
John Hurford
Peter Andreasen
Thomas McMullen
Marc Forster
Brian Donaldson
Jenny Doust
Candice Gleeson
Tommy Flanagan
Piet Aldrich
Jeffrey Adams
Steven Weber
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15:15 27.03.2025
twenty-six ubc advisor teams recognized in forbes best in state list
CHE
Christopher R. Price
Frank Baldwin
Blair Cannon
James Axelson
Glenn Sage
Tim Thatcher
Dustin C. Rief
Christopher Heintz
Kyle Yoneshige
Brian Maienschein
Andy Ratner
Edward L. Dawson
Timothy Bremner
Darin Beeghley
Michael Tusan
Christopher Weber
Dan Shiu
Thomas Podmajersky
Lindsay Mais
Bryan Thompson
Tom Krumenacker
Scott Sugarman
Mario A Rosas
Judith Seavers
Natalie Barron
Colin Parker
Dana B. Terry
Evan Linger
Patrick Lizza
Earl Thompson
Stephen Lafata
James Riley
Justin Equitz
Tyler B. Smith
Lori Hamano
Lisa Chapman
Matthew Megorden
Cody Finley
Nicholas Pavlenko
Thomas Nieto
Brian Young
Nicholas Villasenor
James K. Bruner
Chris Schierhorn
Barry Porter
Dean Riley
Christina Gustin
Fred Grandy
Cameron J. Price
Chris Radici
Benjamin Ling
Todd Iacovelli
Andrew Galewski
Trevor Howard
Timothy Marshall
Brian Gooding
Ryan Greene
Carlos Alonso
David Levine
Reid Chase
Benjamin Nussbaum
Scott Hollaender
Alex Howell
Blake Foster
Braydon Hamilton
Travis Smith
Felix Ling
Patty Bribiesca
Steve Smith
Chris Pitzak
Chris Marshall
Dan Gallagher
Daniel Stevenson
Sam Davidson
John Hurford
Peter Andreasen
Thomas McMullen
Marc Forster
Brian Donaldson
Jenny Doust
Candice Gleeson
Tommy Flanagan
Piet Aldrich
Jeffrey Adams
Steven Weber
Show more
15:15 27.03.2025
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