Top Wealth + Best-in-State · rank 4 · Los Angeles, California · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. — Bel-Air Wealth Management (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "8/4/2006"” — sec_finra_regulatory
- “Bel-Air Wealth Management - Los Angeles, CA | UBS” — firm_official
- Parent company — UBS AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.” — firm_official
- “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Bel-Air Wealth Management (high)
- “prior to joining Bel-Air Wealth Management as a Client Service Associate, he led a large, service-oriented team as an Executive Team Leader at Target.” — firm_official
- Team size — 8 (medium)
- “src=" mediahandler/media/408691/john_289x273.jpg"” — firm_official
- CRD — 3024367 (high)
- “"individualId": 3024367, "firstName": "JOHN", "middleName": "GRANT", "lastName": "ACKER", "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 30 (high)
- “John has over 30 years of experience in the finance industry. He started his career in corporate finance working at First Interstate Bank and later Banque Paribas, focusing on the Media and Telecommunications industry.” — firm_official
- “"daysInIndustryCalculatedDate": "3/31/1999"” — sec_finra_regulatory
- Designations — CFP, CIMA (high)
- “He also obtained his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® certifications.” — firm_official
Book of business
- Team AUM ($M) — 2300 (high)
- “Team Assets (Custodied): $2.3B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 19 (high)
- “Typical Net Worth of Relationships: $3-35M” — forbes_shook
- Client niche — athletes and entertainers, plus business owners planning an exit and multigenerational families (high)
- “Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on” — firm_official
- “Our process takes you from the initial stages of exit or succession planning all the way through the transaction close.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “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
Positioning & marketing
- Website url — https://advisors.ubs.com/bel-air/ (high)
- “Bel-Air Wealth Management - Los Angeles, CA | UBS” — firm_official
- Value proposition (verbatim) — Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals. (high)
- “Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discu” — firm_official
- “Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a co” — firm_official
- Differentiators — Access to UBS global platforms and Wealth/Asset Management and Investment Bank experts, Specialist practice for athletes and entertainers, coordinated with agent and accountant, Business exit and succession planning from initial stages through transaction close, Comprehensive planning with all resources under one roof, UBS Family Advisory and Philanthropy Services for intergenerational wealth transitions (high)
- “By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS's experts in Wealth Management, Asset Management and our Private and Investment Banks.” — firm_official
- “How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.” — firm_official
- Content marketing — active (high)
- “Our bi-weekly newsletter gives you insights into what's top of mind for investors:” — firm_official
- Has podcast — no (medium)
- “Our bi-weekly newsletter gives you insights into what's top of mind for investors:” — firm_official
- Books published — 0 (medium)
- “John received his MBA from the University of Southern California's Marshall School of Business and his BS from the University of Colorado, Boulder.” — firm_official
- Linkedin url — https://www.linkedin.com/in/johnacker1 (high)
- “linkedin.com/in/johnacker1” — firm_official
- Social presence — linkedin_active (medium)
- “src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025, UBS Wealth Management Pinnacle Council, 2024 (high)
- “Barron's Top 1,500 Financial Advisors, 2026” — firm_official
- “Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025” — firm_official
Visual brand
- Has distinct logo — no (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/bel-air/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red three-keys logo and red line icons on white, semibold sans-serif type, aspirational lifestyle photography (beach lighthouse, swimmer, multigenerational family, business owner) plus square team portraits. (high)
- “src="mediahandler/media/453486/Earth_ globe_ global-red.svg"” — firm_official
- “src="mediahandler/media/658650/16_The unique needs of athletes and entertainers_Swimmer in ocean.jpg"” — firm_official
