Forbes 2025 “Best-in-State Wealth Advisors.” Merrill proudly recognizes David for being selected to the 2025 Forbes “Best-in-State Wealth Advisors.” David has been named to the “Best-in-State Wealth Advisors” list for eight (8) consecutive years since its inaugural year in 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Two Decades Guiding Clients. David is a Managing Director Senior Financial Advisor and Senior Portfolio Advisor who leads Merrill Lynch Wealth Management’s Adishian Group.

For over twenty years, their Group has advised successful individuals, executives, entrepreneurs, and their families on strategies to help preserve and grow their assets, responsibly. Clients often seek David’s counsel following meaningful financial transactions such as the sale of their business or real estate as well as life events including relocation, changing advisors, loss of loved ones, divorce, inheritance, and other family planning matters.

For their businesses, clients seek David and his team’s access to distinctive resources and subject matter experts at the Bank who can support their companies with business loans, lines of credit, real estate financing, and cash management.  They focus on the following key industries: transportation, real estate, apparel, manufacturing, entertainment, technology, and sports.

Disciplined. Resourceful. Precise. The Adishian Group helps clients anticipate financial challenges, capture investment opportunities, and deliver appropriate financial solutions uniquely tailored to their needs. The Group values precision in its operating model alongside a relentless work ethic supporting clients as well as each another. The team believes that this distinct client experience cannot be commoditized, and it sets the Adishian Group apart in the industry.

David graduated with Omicron Delta Epsilon honors from the University of California at Santa Barbara with a degree in Business Economics and received his Juris Doctor from Pepperdine University School of Law where he was a Margaret Brock Scholar. David holds the Chartered Retirement Planning Counselor designation™, the Certified Plan Fiduciary Advisor designation™ and is also a member of the State Bar of California.¹

How’s the Health of your Wealth? If you haven’t had a financial check-up recently and would like an informed, second opinion, you are invited to have a conversation about the difference an award-winning Advisor can make.  Simply click the red “Contact Me” button at the top of this page to learn more!

¹David does not provide legal advice in his role at Merrill.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
*2025 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.