Best-in-State · rank 4 · Anchorage, Alaska · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “The Legacy Group - Anchorage, AK | UBS” — firm_official
- Parent company — UBS (high)
- “LEVI B ROBINSON - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — The Legacy Group (high)
- “As a founder of The Legacy Group, Levi takes a long-term view of his client relationships.” — firm_official
- Team size — 5 (high)
- “Team members: Levi Robinson CFP ChFC, Cameron Barrows CFP CEPA, Brayden Neeser, Ha Nguyen, and one additional team member listed” — firm_official
- CRD — 4932825 (high)
- “LEVI B ROBINSON - Broker at UBS FINANCIAL SERVICES INC. CRD#4932825” — sec_finra_regulatory
- Years experience — 21 (high)
- “He has been serving the wealth management needs of multigenerational families since 2005.” — firm_official
- Designations — CFP, ChFC (high)
- “Levi Robinson, CFP, ChFC” — firm_official
Book of business
- Team AUM ($M) — 539 (high)
- “Team Assets (Custodied): $539M” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum account size for new business: $5M” — forbes_shook
- Typical client net worth ($M) — 11.75 (high)
- “Typical Net Worth of Relationships: $3.5-20M” — forbes_shook
- Client niche — multigenerational families (high)
- “He has been serving the wealth management needs of multigenerational families since 2005.” — firm_official
- Custodians — not_applicable (high)
- “UBS Financial Services Inc. is a wirehouse broker-dealer, not an RIA” — sec_finra_regulatory
- Fee model — fee_plus_commission (medium)
- “UBS Financial Services offers clients a choice of different fee structures, including percentage of AUM, hourly, fixed fees, commissions, and other types of fees.” — professional_press
Positioning & marketing
- Website url — https://advisors.ubs.com/thelegacygroup/ (high)
- “The Legacy Group - Anchorage, AK | UBS” — firm_official
- Value proposition (verbatim) — Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we're committed to each generation of your family. (high)
- “Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be respo” — firm_official
- Differentiators — Family office planning approach, Multi-generational wealth focus, Planning-based approach with risk management emphasis, Long-term client relationships (high)
- “A planning-based approach with an emphasis on risk management” — firm_official
- “He developed a family office planning approach to best serve families through multiple generations.” — firm_official
- Content marketing — occasional (medium)
- “The Legacy Group has LinkedIn and Twitter social presence with team member posts” — social_or_third_party_db
- Has podcast — no (medium)
- “No podcast found in search results or team website” — firm_official
- Books published — 0 (medium)
- “No books listed in biography or professional profile” — firm_official
- Linkedin url — https://www.linkedin.com/in/levi-robinson-cfp-chfc-20441117/ (high)
- “Levi Robinson, CFP, ChFC - Financial Advisor” — social_or_third_party_db
- Social presence — linkedin_active, x (high)
- “Levi Robinson has accessible LinkedIn and Twitter links in team member contact section” — firm_official
- Press awards — Barron's Top 1,200 Financial Advisors, 2023, Barron's Top 1,500 Financial Advisors, 2026, Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023, 2024, 2025, 2026, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026, UBS Wealth Management Chairman's Council, 2025 (high)
- “Barron's Top 1,200 Financial Advisors, 2023; Barron's Top 1,500 Financial Advisors, 2026; Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023, 2024, 2025, 2026; Forbes Best-in-State Wealth Management Teams, 2023” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Legacy Group website uses UBS_Logo_Semibold.svg as primary branding” — firm_official
- Logo url — https://advisors.ubs.com/thelegacygroup/media/321450/UBS_Logo_Semibold.svg (high)
- Visual brand notes — UBS corporate branding (maroon/navy with serif logo); clean, professional photography of team members against muted backgrounds (high)
- “UBS_Logo_Semibold.svg with team member headshots in professional settings” — firm_official
