Citywealth Leaders List: Top 75 California Advisors and Managers 2026
California Dreaming – Wealth at Scale
Byline: Karen Jones, founder of Citywealth, has more than 20 years’ experience in global private wealth.
California remains one of the world’s leading centres of private wealth creation, from the Gold Rush and Hollywood through Napa and Silicon Valley to today’s AI boom. In November 2026 voters will decide Proposition 40, a proposed one-off tax of up to 5% on residents with more than $1 billion in covered net assets (including business interests, securities and intellectual property, but generally excluding real property). The measure has exposed deep political splits: the state Democratic Party backs it while Governor Gavin Newsom opposes it, labour and healthcare groups are divided, and leading Silicon Valley figures have poured tens of millions into opposition campaigns.
For the private wealth industry the practical questions centre on valuation, liquidity and mobility. Founders’ concentrated equity can be caught while valuable California real estate is not; families and businesses continue to relocate or expand secondary operations in lower-tax states such as Texas. At the same time, California’s distinctive assets—film IP, ranches, vineyards, art collections and operating businesses—are driving increasingly sophisticated multi-jurisdictional trust, family-office and succession planning as first-generation fortunes become multi-generational family wealth.
Citywealth is delighted to present the summer season celebrating America’s 250 years with the release of our Top 75 advisor and manager list.
Read the California article here
Karen Jones is the founder of Citywealth and a wealth management commentator with more than 20 years’ experience across global private wealth, family offices and succession. Before founding Citywealth in 2005, she held commercial roles at The Times and The Sunday Times, London; Legal Business magazine and worked on the Asia Pacific Legal 500, launching related awards.
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Abby Feinman
Partner, head Los Angeles Trusts and Estates
Katten Muchin Rosenman
Alyse Pelavin
Managing Partner, Los Angeles Office; Co-Chair, Private Client
Loeb & Loeb
Andrew Copans
Partner, West Coast Co-Chair, Private Wealth
Willkie Farr & Gallagher
Andrew Horowitz
Private Advisor, Senior Vice President
Rockefeller Global Family Office
Angela Colombani
Private Wealth Advisor
UBS Wealth Management / Private Wealth Management
Anneke Stender
Co-Founder and Executive Vice President
Plumb Bill Pay
Belinda Hanson
Partner
Hanson Crawford Crum Family Law Group
Beth Kramer
Estate Planning Partner
FreelandLaw LLP
Brandon Day
Financial Advisor
Wells Fargo
Burton Mitchell
Managing Partner, Co-Chair Taxation, Trusts & Estates Department
Jeffer Mangels Butler & Mitchell
Carol Johnston
Partner
Katten Muchin Rosenman
Catherine Chase Kramer
Managing Director, Wealth Partner
J.P. Morgan Wealth Management
Chelsea Suttmann
Office Managing Partner
Harrison LLP
Christina Cacchio
Partner, Private Client, Tax, Los Angeles, Texas
Withers
Darien Tung
Private Wealth Advisor
Avadi Wealth (Ameriprise)
David Fullmer
Partner, Immigration
Wolfsdorf Rosenthal LLP
David Little
Partner
Donahue Fitzgerald LLP
Divesh Makan
Founding Partner
ICONIQ Capital
Edward Thomas
Founder, Managing Partner
Law Office of Edward J. Thomas
Gordon Stuart
Partner; Chair, Trust and Estate Litigation
Buchalter
Hadi Fakhoury
Executive Director, Private Wealth Advisor
Morgan Stanley Private Wealth Management
Hons Yung
Partner, Family Wealth
Farella Braun + Martel
Ivan Illan
Founder & Chief Investment Officer
Aligne Wealth
Jacquelyn Hernandez
Managing Director, Private Client Advisor II
Bank of America
James Mitchell
Partner, Family Wealth / Tax
Coblentz Law
Jeff Colin
Founder, Partner Emeritus
Baker Street Advisors
Jennifer Scharre
Partner, Family Wealth
Coblentz Law
Jim Milligan
Executive Committee Partner
Baker Street Advisors
Joel Barrett
Private Advisor, Vice President
Rockefeller Global Family Office
John Couch
Managing Director and Private Wealth Advisor
Goldman Sachs
John M. Byrne
Partner
Hill, Farrer & Burrill
Jonathan Lurie
Senior Counsel, Private Wealth
Willkie Farr & Gallagher
Jonathan Gold
Wealth Manager, Director
W1M
Joshua S. Rubenstein
Partner and National Chair, Private Wealth Department
Katten Muchin Rosenman
JT Davenport
Private Wealth Advisor
UBS Wealth Management / Private Wealth Management
Kara Koerner
Attorney, Private Wealth Services
Holland & Knight
Kathy L. Wunderli
Partner, West Coast Co-Chair, Private Wealth
Willkie Farr & Gallagher
Kim Schoknecht
Trusts & Estates Lawyer
Pillsbury
Laura Zwicker
Co-Chair, Private Client Services
Greenberg Glusker
Lisa Detanna
Private Wealth Advisor
Global Wealth Solutions Group / Raymond James
Luis Orama
Financial Advisor
Wells Fargo
Lydia Lee Lockett
Partner, Private Wealth Services
Holland & Knight
Mark Minyard
Managing Partner
Minyard Morris
Mark Friedman
Managing Director
RBC Wealth Management
Mark T. Weaver
Partner, Family Wealth / Private Client / Wine
Farella Braun + Martel
Marsha Laine Dungog
Partner, Private Client and Tax
Withers
Matthew Sheehan
Private Wealth Advisor
Morgan Stanley Private Wealth Management
Michael Ma
Principal, Wealth Advisor
Parallel Advisors
Mike Shayestehfar
Wealth Manager
Citizens Private Wealth: Shay Wealth Partners
Natalia Momtsios
Partner
Mitchell Silberberg & Knupp
Neal Hersh
Partner
Summers Levine Lipsic & Hersh, LLP
Nicola Baker
Managing Director
Deutsche Bank Private Bank
Philip Michael Harrison
Private Wealth Advisor; Managing Director
Harrison & Associates (Ameriprise)
Rachel Harris
Partner, Private Client Services
Proskauer Rose
Robert Higgins
Principal, Wealth Advisor
Parallel Advisors
Robert McDonald
Managing Partner
Fairway Capital Advisors
Robert Coleman
Partner
Musick, Peeler & Garrett
Robert C. Eroen
Partner
Hill, Farrer & Burrill
Sandra Price
Partner
Sideman & Bancroft
Scott Rahn
Founding Partner
RMO Lawyers
Scott Lavin
Partner, Taxation & Wealth Planning
Fox Rothschild
Shaun Mutch
Managing Partner
Fairway Capital Advisors
Stacie Polashuk Nelson
Partner; Practice Group Leader, Private Client Dispute Resolution
Holland & Knight
Stefanie Lipson
Co-Chair, Private Client Services
Greenberg Glusker
Thomas Connaghan
Wealth Advisor
Kayne Anderson Rudnick Wealth Advisors
Timothy Brugh
Partner; Co-Leader, Private Client & Family Office
Pillsbury
Tom Beaty
Private Wealth Advisor, SVP
Citizens Private Wealth: Beaty Wealth Partners
Tracie Southerland
Wealth Advisor
Opes Wealth Management
Vivian Lee Thoreen
Partner; Executive Partner, Los Angeles; Chair, Private Wealth Disputes
Holland & Knight
Wendi Doyle
Managing Director, Wealth Partner
J.P. Morgan Wealth Management
