Top Wealth · rank 137 · Miamisburg, Ohio · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. — The Radius Group (high)
- “"firm_name":"UBS FINANCIAL SERVICES INC.","branch_city":"Miamisburg","branch_state":"OH","branch_zip":"45342"” — sec_finra_regulatory
- Parent company — UBS AG (high)
- “Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.” — firm_official
- Firm type — wirehouse (high)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
- Team name — The Radius Group (high)
- “At the Radius Group, we take a comprehensive view of wealth—helping clients navigate every aspect of their financial lives with clarity and intention.” — firm_official
- Team size — 17 (high)
- “Blair T. Cornell, CFP®” — firm_official
- CRD — 4533718 (high)
- “"ind_source_id":"4533718","ind_firstname":"BLAIR","ind_middlename":"THOMPSON","ind_lastname":"CORNELL"” — sec_finra_regulatory
- Years experience — 23 (high)
- “"ind_industry_cal_date":"2002-08-26"” — sec_finra_regulatory
- Designations — CFP (high)
- “Blair T. Cornell, CFP®” — firm_official
Book of business
- Team AUM ($M) — 2200 (high)
- “Team Assets (Custodied): $2.2B” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum Account Size for New Business: $2.5M” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $5-20M” — forbes_shook
- Client niche — high-net-worth strategic planning; special-needs families and business owners (high)
- “Today, as a Private Wealth Advisor, he specializes in strategic planning for high-net worth clients.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/radius/ (high)
- “The Radius Group - Miamisburg, OH | UBS” — firm_official
- Value proposition (verbatim) — Because pursuing what matters most starts with understanding. At the Radius Group, we take a comprehensive view of wealth—helping clients navigate every aspect of their financial lives with clarity and intention. Our approach is rooted in education, connection, and highly personalized service—so you can make confident decisions about what matters most. (high)
- “Because pursuing what matters most starts with understanding” — firm_official
- “At the Radius Group, we take a comprehensive view of wealth—helping clients navigate every aspect of their financial lives with clarity and intention. Our approach is rooted in education, connection, and highly personali” — firm_official
- Differentiators — Comprehensive view of wealth with clarity and intention, Approach rooted in education, connection, and highly personalized service, 250+ collective years of team experience, UBS Wealth Way framework — Liquidity, Longevity, Legacy, Access to global platforms of UBS Wealth, Asset Management and Investment Bank (high)
- “Our approach is rooted in education, connection, and highly personalized service—so you can make confident decisions about what matters most.” — firm_official
- “Collective years of experience” — firm_official
- Content marketing — active (high)
- “Empowering you through education” — firm_official
- “Cutting Through the Noise: Markets, AI, and the Road Ahead with Mike Ryan” — social_or_third_party_db
- Has podcast — yes (high)
- “Step into The Inner Circle, a dynamic and engaging podcast hosted by The Radius Group of UBS. Leveraging their extensive wealth management experience and a diverse network of industry experts, The Inner Circle explores t” — firm_official
- Books published — 0 (low)
- “A disciplined philanthropist and entrepreneur, Blair often speaks to groups about his journey with JoyRide and the fulfillment of combining your passions.” — firm_official
- Linkedin url — https://www.linkedin.com/in/blair-cornell-8805501/ (medium)
- “Blair Cornell - Dayton, Ohio, United States | Professional Profile | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Blair Cornell's Post - The Radius Group” — social_or_third_party_db
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2026, Forbes Best-in-State Wealth Management Teams, 2023-2026, Forbes/SHOOK Top Next-Generation Wealth Advisors (2020) (high)
- “Barron's Top 250 Private Wealth Management Teams, 2026” — firm_official
- “Forbes Best-in-State Wealth Management Teams, 2023-2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://advisors.ubs.com/radius/media/321450/UBS_Logo_Semibold.svg (high)
- Visual brand notes — Standard UBS corporate template: red three-keys mark on white, black sans-serif headlines, muted photography of clients and families. Team identity is typographic only — no bespoke Radius Group mark or palette. (high)
- “The Radius Group - Miamisburg, OH | UBS” — firm_official
