Destination Wealth Management

Overview

Destination Wealth Management is an independent, SEC-registered registered investment adviser that began SEC registration in 1996 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. It operates as a capital allocator — sourcing and allocating to third-party managers — and reports being an active ESG investor. Its fee schedule includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Destination Wealth Management has been recognized in industry lists, appearing in the Financial Times’ Top 300 RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices