As a team with multigenerational members, we understand what it takes to manage significant wealth for individuals and families across generations. Working with a limited number of high net worth clients, we help bring an insightful perspective, personalized attention and boutique-like services.
Other locations:
3075B Hansen Way Palo Alto, CA 94304
300 Crescent Ct Suite 1300 Dallas, TX 75201
From our four locations in Los Angeles, San Diego, Palo Alto, and Dallas our group of investment professionals provides financial services and strategies for ultra-affluent individuals, families, corporations, endowments, and foundations. Clients who have entrusted us with $50.96 billion in assets as of June 30, 2024. Clients include entrepreneurs, Fortune 500 executives, media personalities, non-profit organizations, and owners of private corporations; accounts range in size from $10 million to over $1 billion.
Our senior partners have received a number of accolades:
Barron's magazine, ranked #1 on "America's Top 50 Private Wealth Management Teams," 2020
Published on April 17. 2020. Rankings based on data as of December 31, 2019.
Forbes, ranked #1 on Forbes' "Best-In-State Wealth Management Teams" in California-Los Angeles in 2023
The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022
Barron's "Top Private Wealth Management Teams," 2019-2024
Published annually in April. Rankings based on data as of December 31 of prior year.
Forbes' "America's Top Wealth Management Teams Private Wealth," 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.
Barron's Advisor Hall of Fame
Published throughout 2019. Rankings based on data current list.
Forbes' "Best-in-State Wealth Advisors," 2018-2024; Richard Jones and Reza Zafari ranked #1 and #2, respectively in Los Angeles (Private Wealth)
Published annually Jan – April. Rankings based on data as of June 30 of prior year.
AWMA™, SE-AWMA™
ADPA™,CEPA®,CFP®,CPFA®,CRPC™
CFA
CFA
AWMA™, SE-AWMA™
CSRIC®
AAMS™
CPWA®
CEPA®, CPFA™, SE-AWMA™
CRPC™
CEPA®, CFP®, SE-AWMA™
CPFA™, SE-AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
