The Bahnsen Group Founder David Bahnsen Named to the Forbes Best-in-State Wealth Advisors List

Veteran wealth manager ranked #1 by Forbes in Southern CA (Private Wealth)

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--The Bahnsen Group, a wealth management firm with over $9.5 billion in assets under management, today announced that founder David Bahnsen has been named to the Forbes Best-in-State Wealth Advisors list for 2026.

Bahnsen ranked No. 1 on the list in California – Southern CA (Private Wealth). Bahnsen was also named to the Forbes America’s Top Wealth Advisors list, which highlights 250 top advisors.

"Being recognized as one of the nation's top wealth advisors is a tremendous honor, especially as this month The Bahnsen Group celebrates eleven years as an independent wealth management firm,” said David Bahnsen, Founder and Managing Partner, The Bahnsen Group. “I applaud the incredible team around me who show up every single day to work tirelessly on behalf of the families and individuals who have placed their financial futures in our hands. This recognition is a reflection of their trust and our unwavering commitment to earning it. We don't take that responsibility lightly, and we never will."

The Bahnsen Group offers financial planning, investment management, Family Office, estate planning, tax planning, and philanthropic advisory services to high net worth and ultra-high net worth clients.

The eighth annual Forbes Top Wealth Advisors Best-in-State advisors collectively manage $20.6 trillion in assets.

The eleventh annual Forbes America’s Top Wealth Advisors list highlights 250 wealth advisors managing about $2.4 trillion.

The rankings, developed by SHOOK Research, are based on an algorithm of quantitative and qualitative criteria, including telephone, virtual, and in-person interviews, compliance records, industry experience, and assets under management, among other factors.

For more information, please visit:
https://www.forbes.com/lists/best-in-state-wealth-advisors/
https://www.forbes.com/lists/top-wealth-advisors/

About The Bahnsen Group

The Bahnsen Group began as a lift-out from Morgan Stanley in April 2015, launching with $600 million of client assets and eight team members. The firm has grown assets under management at 31% per year organically for eleven years, and now manages in excess of $9.5 billion with 97 team members and twelve offices around the country.

The firm’s founder, David L. Bahnsen, previously spent eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services.

The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/ SIPC.