Best-in-State · rank 81 · Phoenix, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “Firm: UBS Wealth Management” — forbes_shook
- Parent company — UBS AG (high)
- “UBS Wealth Management” — firm_official
- Firm type — wirehouse (high)
- “UBS Financial Services Inc.” — firm_official
- Team name — Fann Wealth Management (high)
- “Fann Wealth Management (FWM)” — professional_press
- Team size — 3 (high)
- “Fann Wealth Management consists of Financial Advisor Larry Fann and two client associates” — professional_press
- CRD — gap: not_found_after_search
- Years experience — 30 (high)
- “His experience as a wealth manager in the financial services industry spans over thirty years, culminating in joining UBS in September 2016” — professional_press
- Designations — other:Accredited Wealth Manager (high)
- “In 2006, he became an Accredited Wealth Manager, as designated through Michigan State University and RBC Wealth Management” — professional_press
Book of business
- Team AUM ($M) — 181 (high)
- “Team Assets (Custodied): $181M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — families with business transitions (mergers, acquisitions, sales) (high)
- “His focus has been on families, many with businesses in transition, including mergers, acquisitions, and sales” — professional_press
- Custodians — not_applicable (high)
- “UBS Financial Services Inc.” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisors.ubs.com/fann-wealth-management/ (high)
- “Fann Wealth Management - Phoenix, AZ | Financial Advisors” — firm_official
- Value proposition (verbatim) — Larry and his team provide support and intellectual capital through a network of specialists inside and outside of UBS, allowing for collaboration among his clients and their other professionals, including tax advisers, legal teams, and family offices (high)
- “Larry and his team provide support and intellectual capital through a network of specialists inside and outside of UBS, allowing for collaboration among his clients and their other professionals, including tax advisers, ” — professional_press
- Differentiators — Specialized network of tax, legal, and family office advisors, Focused expertise in business transition advisory, 30+ years wealth management experience (medium)
- “His focus has been on families, many with businesses in transition, including mergers, acquisitions, and sales” — professional_press
- Content marketing — occasional (medium)
- “Fann Wealth Management provides clients with valuable information on market trends, investment topics and other interesting considerations as an important part of their practice” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/lawrence-fann-2765a36/ (high)
- “Lawrence Fann - Senior Vice President - Wealth Management” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Lawrence Fann - Senior Vice President - Wealth Management” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (rank #81), Forbes Best-in-State Wealth Advisors 2025, Forbes Best-in-State Wealth Advisors 2024 (high)
- “rank: 81, year: 2026” — forbes_shook
- “He was named to Forbes Best-in-State Wealth Advisors in 2024, 2025, and 2026” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search