UBS Wealth Management USA announced today that 22 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 list for 2024. Of the advisor teams recognized, nine work from the firm’s Orange County offices, ten are based in San Diego County, and three are in Honolulu.

“I’m very proud to see so many of our talented teams recognized for their dedication to meeting the needs of their clients,” says Justin Frame, Pacific Desert Market Head, UBS Wealth Management USA. “Our teams are fully committed 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 outstanding advisor teams for this prestigious industry recognition.”

The teams, and where they rank in the state lists, are:

Orange County, CA

  • Porter, Axelson, Bremner (#3), Newport Beach: Barry Porter, James Axelson, Timothy Bremner
  • Thompson Katzaroff Kottmeier Group (#4), Irvine: Mike Thompson, Joseph Katzaroff, Sasha Kottmeier, Taylor Thompson
  • Price Group (#5), Irvine: Christopher R. Price, Dana B. Terry, Justin Equitz, Cameron J. Price
  • Newport Legacy Wealth Management (#6), Newport Beach: Marc Foster, Brian Gooding, Blake Foster
  • Signature Legacy Wealth Management (#11), Newport Beach: Thomas Podmajersky, Nicholas Villasenor, Tyler B. Smith
  • The Pacific Financial Group (#29), Newport Beach: Michael Miremadi, Christopher Heintz, Sam Davidson
  • Newport Center Wealth Management (#49), Newport Beach: James riley, Travis L. Smith, Adam Koyanagi, Steven L. Smith, Dean Riley, Casey T. Williams
  • The Gee Group (#102), Irvine: Clinton Gee, Cheryl Gee

Newport Beach, CA and Santa Fe, NM

  • NewCoast Wealth Advisors (#2 in NM), Ed Levin, John Vasquez, Manuel Monasterio

San Diego, CA

  • Paradigm Group (Private Wealth) (#13), La Jolla: Braydon Hamilton, Stephen LaFata
  • Continuum Wealth Advisors (Private Wealth) (#24), La Jolla: Chris Radici, Andrew Galewski, Brian Maienschein
  • The Baldwin Group (#26), aka Prospect Wealth Partners, La Jolla: Frank Baldwin, Brian Donaldson, Alex Howell
  • RKG Wealth Partners (#27), San Diego: Andy Ratner, Tom Krumenacher, Christina Gustin
  • The Thompson Wealth Management Group (#37), San Diego: Earl Thompson, Bryan Thompson
  • SGM Wealth Management (#38), La Jolla: Glen Sage, Scott Sugarman, Michael Tusan
  • San Diego Wealth Management (#40), San Diego: Jeffrey Adams, Brian Young, Judith Seaver
  • Andreasen Gleeson Wealth Management (#76), San Diego: Peter Andreasen, Candice Gleeson, Ryan Green
  • Dawson Wealth Management Group (#79), San Diego; Edward L. Dawson, Adrianne Hoy, Patty Bribiesca
  • The Pitzak Group (#86), La Jolla: Chris Pitzak, Reid Chase

Honolulu, HI:

  • Megorden Group (#5): Matthew Megorden, Michael W. Miller, Todd Iacovelli
  • Miyamasu Shiu Wealth Consulting (#9): Dan Shiu, John Miyamasu, Jenny Do
  • The Hamano Yoneshige Team (#11): Kyle Yoneshige, Lori Hamano

The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes list is 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/?sh=1647359376f2

Notes to Editors: Photos available upon request

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).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

Beth Walsh 858-254-2845 beth@clearpointagency.com

https://www.ubs.com

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