Best-in-State · rank 24 · Phoenix, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “firm":"UBS Wealth Management"” — forbes_shook
- Parent company — UBS (high)
- “UBS Wealth Management is a division of UBS” — firm_official
- Firm type — wirehouse (high)
- “UBS Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 582 (high)
- “Team Assets (Custodied):"$582M"” — forbes_shook
- Account minimum ($M) — 4 (high)
- “Minimum account size for new business":"$4M"” — forbes_shook
- Typical client net worth ($M) — 104 (high)
- “Typical Net Worth of Relationships":"$8-400M"” — forbes_shook
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Positioning & marketing
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- Press awards — 2026 Forbes Top Wealth Advisors (Rank 24) (high)
- “Ranked 24 in 2026 Forbes Top Wealth Advisors” — forbes_shook
Visual brand
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