Top Wealth + Best-in-State · rank 1 · Bethesda, Maryland · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.” — firm_official
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "1/30/2009"” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “We are also backed by the global resources of UBS, which is one of the world's largest investment firms with more than $6 trillion of assets under supervision.” — firm_official
- Firm type — wirehouse (high)
- “"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "1/30/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNum” — sec_finra_regulatory
- Team name — Marcus Partners (high)
- “Marcus Partners - Bethesda, MD | UBS” — firm_official
- Team size — 7 (high)
- “The proof is in our numbers” — firm_official
- “Investment professionals on the team” — firm_official
- CRD — 4561331 (high)
- “"basicInformation": {"individualId": 4561331, "firstName": "GREGORY", "middleName": "H", "lastName": "MARCUS", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDateIAPD": "9/29/2002"}” — sec_finra_regulatory
- Years experience — 23 (high)
- “"daysInIndustryCalculatedDate": "9/29/2002"” — sec_finra_regulatory
- Designations — CFP (low)
- “Gregory Marcus, CFP® - Managing Director” — social_or_third_party_db
- “Gregory H Marcus, CFP | Financial Professional | Bethesda, Maryland | UBS FINANCIAL SERVICES INC.” — social_or_third_party_db
Book of business
- Team AUM ($M) — 1300 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$25M","Team Assets (Custodied)":"$1.3B"” — forbes_shook
- “The proof is in our numbers” — firm_official
- Account minimum ($M) — 25 (high)
- “"Minimum account size for new business":"$25M"” — forbes_shook
- Typical client net worth ($M) — 62.5 (high)
- “"Typical Net Worth of Relationships":"$25-100M"” — forbes_shook
- Client niche — ultra-high-net-worth families with investable assets over $100M — dynastic family offices, senior executives and business owners (high)
- “From dynastic family offices looking to preserve their legacy to executives at the height of their game to business magnates preparing for retirement, Greg Marcus and his team offer you dynamic, personable and streamline” — firm_official
- “Distinguished by our experience with clients whose investable assets exceed $100 million, our relationships are built to endure across generations—and our bespoke planning process can help streamline your financial netwo” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/marcuspartners/ (high)
- “Marcus Partners - Bethesda, MD | UBS” — firm_official
- Value proposition (verbatim) — Global access. Strategic solutions. All your wealth management needs. One phone call away. (high)
- “Global access. Strategic solutions.” — firm_official
- “All your wealth management needs. One phone call away.” — firm_official
- Differentiators — Experience with clients whose investable assets exceed $100 million, Greg helped establish the Washington, DC UBS Private Wealth Management office over 15 years ago, Bespoke planning process that consolidates a client's financial network into a single home, Backed by UBS global resources with more than $6 trillion of assets under supervision, Deliberately small book — 30 client relationships served by 7 investment professionals (high)
- “Distinguished by our experience with clients whose investable assets exceed $100 million, our relationships are built to endure across generations—and our bespoke planning process can help streamline your financial netwo” — firm_official
- “Led by Greg Marcus—who helped establish the Washington, DC UBS Private Wealth Management office over 15 years ago—you’ll have access to a network of highly focused, seasoned professionals who dig deep to create customize” — firm_official
- Content marketing — none (medium)
- “Greg Marcus, managing director of UBS Private Wealth Management, in a research note.” — firm_official
- Has podcast — no (medium)
- “Marcus Partners - Bethesda, MD | UBS” — firm_official
- Books published — 0 (medium)
- “Greg holds a Bachelors from the University of Michigan and an M.B.A. from the University of Maryland.” — firm_official
- Linkedin url — https://www.linkedin.com/in/gregory-marcus-ubs/ (medium)
- “Gregory Marcus, CFP® - Managing Director” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Gregory Marcus, CFP® - The Economic Club of Washington, D.C. | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors, 2018-2026 (#6 in Washington, DC for 2026), UBS Wealth Management Director's Council, 2026, Quoted in Bloomberg, Reuters, Barron's, CNBC, MarketWatch and TheStreet on markets and Fed policy (high)
- “Barron's Top 1,200 Financial Advisors, 2018 - 2026” — firm_official
- “UBS Wealth Management Director’s Council, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
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- Logo url — https://advisors.ubs.com/marcuspartners/media/321450/UBS_Logo_Semibold.svg (high)
- Visual brand notes — Standard UBS corporate template: white/light-gray ground, UBS red accents on line-art icons (handshake, globe, ribbon), professional sans-serif type, stock lifestyle photography (cranes, aerial family picnic) plus a formal team composite portrait. (high)
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