We are pleased to share that IEQ Capital founders and advisors Rob Skinner, Alan Zafran, Eric Harrison, and Jeff Westsmith have been named to the Forbes Best-in-State Wealth Advisors list for Northern California.
Each advisor was recognized among the Top Ten in the region, reflecting their collective experience advising ultra-high-net-worth individuals, families, and institutions across a range of complex financial needs.
About the Recognition
This recognition reflects IEQ Capital’s continued presence in California and its focus on delivering disciplined, client-centric wealth management and family office services.
Founded in 2019 by Rob Skinner, Alan Zafran, Eric Harrison, and Jeff Westsmith, the firm brings together decades of experience advising ultra-high-net-worth clients. Today, IEQ supports clients through integrated investment strategies across public and private markets, with an emphasis on tax-aware investing, risk management, and identifying differentiated opportunities.
The recognition of multiple advisors within the same region underscores the depth of experience across the team and a shared commitment to delivering consistent, research-driven outcomes.
Important Disclosures
The Forbes Best-In-State Wealth Advisors rankings, dated April 7, 2026, are produced annually by SHOOK Research, with data as of June 30, 2025. The rankings are based on qualitative and quantitative factors including industry experience, assets under management, compliance records, and client service models. Portfolio performance is not a criterion. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/ / https://www.forbes.com/sites/rjshook/2026/01/07/methodology-best-in-state-wealth-management-teams-2026/
This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
IEQ Capital, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For qualified investors only. This material is provided for informational purposes and should not be construed as investment, tax, accounting, or legal advice.