Destination Wealth Management

RIASEC Registered

Total AUM

$4.9B

Discretionary

$4.9B

100% of AUM

Avg account

$807K

Accounts

6,129

Employees

Advisory reps

Firm details

Headquarters: Walnut Creek, California
CRD number: 110365
Registered since: October 11, 1996
Website: www.destinationwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.3%
Individuals11.53%
Charitable Organizations1.21%
Corporations / Businesses0.55%
Pension & Profit Sharing Plans0.4%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Destination Wealth Management is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered (initial registration in 1996) and serves both individual/family and institutional clients. Its core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers; the firm also acts as a capital allocator across third‑party managers. Fee arrangements vary by engagement and include percentage-of-AUM, hourly, and fixed-fee structures. Destination Wealth Management identifies as an active ESG investor and has been recognized in industry rankings, including Financial Times’ Top 300 RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).