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.
From our four locations in Los Angeles, San Diego, Palo Alto, and Dallas, our dedicated team of investment professionals offers tailored financial services and strategies for ultra-affluent individuals, families, corporations, endowments, and foundations.
A of June 30, 2024, our clients have entrusted us with $50.96 billion in assets, a testament to the confidence they place in our financial acumen, Our clients include entrepreneurs, Fortune 500 executives, sports & entertainment professionals, nonprofit organizations.
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 #2 "America's Top Wealth Management Teams Private Wealth," 2024 Published on November 13, 2024. Rankings based on data as of March 31, 2024.
Forbes, ranked #1 on Forbes' "Best-In-State Wealth Management Teams" in California-Los Angeles in 2023
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.
Barron's Advisor Hall of Fame
Published throughout 2019. Rankings based on data current list.
Forbes' "Best-in-State Wealth Advisors," 2018-2024; In 2021 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.
