Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced that 26 financial advisor teams in Southern California and Hawaii have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025. The recognition spans across multiple regions including Honolulu, Orange County, Riverside County, and San Diego County.
The honored teams include top performers such as The Megorden Group (#4) in Honolulu, Newport Legacy Wealth Management (#2) in Newport Beach, and Paradigm Group (#5) in La Jolla. These teams were selected based on SHOOK Research's comprehensive evaluation using both quantitative and qualitative data, including interviews.
The recognition is part of Forbes' third annual Best-In-State Wealth Management Teams listing, which features over 5,300 teams managing cumulative assets of $7 trillion.
UBS Wealth Management USA ha annunciato che 26 team di consulenti finanziari in California del Sud e Hawaii sono stati inseriti nelle liste Forbes delle Migliori Squadre di Wealth Management per il 2025. Il riconoscimento copre diverse regioni, tra cui Honolulu, Orange County, Riverside County e San Diego County.
I team onorati includono performer di alto livello come The Megorden Group (#4) a Honolulu, Newport Legacy Wealth Management (#2) a Newport Beach e Paradigm Group (#5) a La Jolla. Questi team sono stati selezionati sulla base di una valutazione completa di SHOOK Research, utilizzando dati sia quantitativi che qualitativi, comprese le interviste.
Il riconoscimento fa parte della terza edizione annuale della lista delle Migliori Squadre di Wealth Management di Forbes, che presenta oltre 5.300 team che gestiscono un patrimonio cumulativo di 7 trilioni di dollari.
UBS Wealth Management USA anunció que 26 equipos de asesores financieros en el sur de California y Hawái han sido nombrados en las listas de Forbes de los Mejores Equipos de Gestión de Patrimonios por Estado para 2025. El reconocimiento abarca múltiples regiones, incluyendo Honolulu, Orange County, Riverside County y San Diego County.
Los equipos honrados incluyen a los mejores performers como The Megorden Group (#4) en Honolulu, Newport Legacy Wealth Management (#2) en Newport Beach y Paradigm Group (#5) en La Jolla. Estos equipos fueron seleccionados en base a la evaluación integral de SHOOK Research, utilizando tanto datos cuantitativos como cualitativos, incluyendo entrevistas.
El reconocimiento es parte de la tercera edición anual de la lista de los Mejores Equipos de Gestión de Patrimonios por Estado de Forbes, que presenta más de 5,300 equipos que gestionan activos acumulados de 7 billones de dólares.
UBS Wealth Management USA는 남부 캘리포니아와 하와이에 있는 26개의 재정 상담 팀이 2025년 포브스 주별 최고의 자산 관리 팀 목록에 선정되었다고 발표했습니다. 이 인정은 호놀룰루, 오렌지 카운티, 리버사이드 카운티 및 샌디에이고 카운티를 포함한 여러 지역에 걸쳐 있습니다.
수상 팀에는 호놀룰루의 The Megorden Group (#4), 뉴포트 비치의 Newport Legacy Wealth Management (#2), 라호야의 Paradigm Group (#5)와 같은 최고 성과자가 포함됩니다. 이 팀들은 SHOOK Research의 포괄적인 평가를 기반으로 선정되었으며, 정량적 및 정성적 데이터를 포함한 인터뷰를 사용하였습니다.
이 인정은 포브스의 제3회 연례 주별 자산 관리 팀 목록의 일환으로, 7조 달러의 자산을 관리하는 5,300개 이상의 팀을 포함합니다.
UBS Wealth Management USA a annoncé que 26 équipes de conseillers financiers en Californie du Sud et à Hawaï ont été nommées dans les listes Forbes des Meilleures Équipes de Gestion de Patrimoine par État pour 2025. La reconnaissance couvre plusieurs régions, y compris Honolulu, Orange County, Riverside County et San Diego County.
Les équipes honorées incluent des performeurs de premier plan tels que The Megorden Group (#4) à Honolulu, Newport Legacy Wealth Management (#2) à Newport Beach et Paradigm Group (#5) à La Jolla. Ces équipes ont été sélectionnées sur la base d'une évaluation complète de SHOOK Research, utilisant à la fois des données quantitatives et qualitatives, y compris des interviews.
Cette reconnaissance fait partie de la troisième édition annuelle de la liste des Meilleures Équipes de Gestion de Patrimoine par État de Forbes, qui présente plus de 5 300 équipes gérant des actifs cumulés de 7 trillions de dollars.
UBS Wealth Management USA hat bekannt gegeben, dass 26 Finanzberatungsteams in Südkalifornien und Hawaii in die Forbes-Liste der besten Wealth-Management-Teams pro Bundesstaat für 2025 aufgenommen wurden. Die Anerkennung erstreckt sich über mehrere Regionen, darunter Honolulu, Orange County, Riverside County und San Diego County.
Zu den ausgezeichneten Teams gehören Top-Performer wie The Megorden Group (#4) in Honolulu, Newport Legacy Wealth Management (#2) in Newport Beach und Paradigm Group (#5) in La Jolla. Diese Teams wurden auf der Grundlage einer umfassenden Bewertung von SHOOK Research ausgewählt, die sowohl quantitative als auch qualitative Daten, einschließlich Interviews, umfasst.
Die Anerkennung ist Teil der dritten jährlichen Liste der besten Wealth-Management-Teams von Forbes, die über 5.300 Teams umfasst, die kumulierte Vermögenswerte von 7 Billionen Dollar verwalten.
- Strong market presence demonstrated by 26 teams receiving recognition
- Multiple teams ranked in top positions (#2, #3, #4) in their respective regions
- Diverse geographic coverage across Southern California and Hawaii markets
- None.
“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
The teams, and where they rank in the state lists, are:
- 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
-
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
-
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
-
Aligned Wealth Partners (#61),
Indian Wells : Thomas Flanagan, James K. Bruner, Patrick Lizza, Cody Finley
-
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
-
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
For the full list and methodology, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors: Photos available upon request
About UBS
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© UBS 2025. 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.
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Source: UBS Wealth Management
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