Trusted Wealth Partnership
We combine a deep investment heritage with a disciplined, long-term approach to wealth management.
Holistic and Customized Advice
We deliver integrated estate, tax, and financial planning tailored to each client’s circumstances.
Experienced, Coordinated Team
Our advisors are supported by specialists across investments and planning, aligned around each client’s priorities.
Long-Tenured Relationships
We focus on building enduring partnerships, with many client relationships spanning decades.
Serving Individuals and Families Since
1984
Assets Under Management & Advisement
$40.8 Billion
As of 9/30/26
Los Angeles-Based, 25 Offices Nationwide
25
Client Retention Rate
96%
*Assets Under Management & Advisement is as of September 30, 2026 and includes discretionary assets under management ($29.9B) and assets associated with model portfolios provided to third-party platforms and advisers ($10.9B). Client retention rate reflects a five-year average as of December 31, 2025, and is updated annually.
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