Top Wealth + Best-in-State + Barron's 100 · rank 9 · San Francisco, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (R72 Advisors) (high)
- “Currently employed by and registered with the following Firm(s): IA UBS FINANCIAL SERVICES INC. 555 CALIFORNIA STREET 32ND FLOOR/ SUITE 3200 SAN FRANCISCO, CA 94104 CRD# 8174 Registered with this firm since: 07/09/2004” — sec_finra_regulatory
- “R72 Advisors - San Francisco, CA | UBS” — firm_official
- Parent company — UBS Group AG (high)
- “Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of 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. Member SIPC . Member FINR” — firm_official
- Team name — R72 Advisors (high)
- “Learn more about R72 Advisorsin San Francisco, CA. Providing wealth management services.” — firm_official
- Team size — 9 (medium)
- “Marcus Fagersten Managing Director–Wealth Management Financial Advisor” — firm_official
- CRD — 2358181 (high)
- “BrokerCheck Report MARCUS CHRISTIAN FAGERSTEN CRD# 2358181” — sec_finra_regulatory
- Years experience — 32 (high)
- “B H.J. MEYERS & CO., INC. CRD# 7183 ROCHESTER, NY 03/1994 - 10/1994” — sec_finra_regulatory
- “For over 30 years, our family wealth management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.” — firm_official
- Designations — CPWA, other:CEP Institute Level I (high)
- “ve Education Program at Yale School of Management and earned my Certified Private Wealth Advisor® designation (CPWA®). I have completed the Certified Equity Professional (CEP®) Institute Level I examination” — firm_official
Book of business
- Team AUM ($M) — 10900 (high)
- “"Team Assets (Custodied)":"$10.9B"” — forbes_shook
- “As a thoughtful steward of our client's assets and legacy, we have been entrusted with over $9.5 billion in assets under management.” — firm_official
- Account minimum ($M) — 2 (high)
- “"Minimum account size for new business":"$2M"” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “"typical_net_worth_mil":25” — professional_press
- Client niche — corporate executives and affluent families with equity compensation (high)
- “For over 30 years, our family wealth management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provi” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/R72Advisors/ (high)
- “R72 Advisors - San Francisco, CA | UBS” — firm_official
- Value proposition (verbatim) — Global access. Strategic solutions. … Our advice will always reflect our understanding of the global marketplace and the opportunities that UBS—one of the world's largest wealth management firms—can offer. Our relationships will always be personal, focused on you and your local community, and defined by everything that matters to your family and the future you're building. (high)
- “Global access. Strategic solutions. Private Wealth Management Our advice will always reflect our understanding of the global marketplace and the opportunities that UBS—one of the world’s largest wealth management firms—c” — firm_official
- Differentiators — Boutique PWM practice limited to a defined number of clients, Global resources of the world's largest wealth manager, Over $9.5 billion in assets under management, 30+ years serving corporate executives and affluent families, Equity compensation specialization (CEP-credentialed team members) (high)
- “benefit from the advantages of our boutique Private Wealth Management practice, limited to a defined number of clients to ensure the highest level of personalization, specialization, and differentiated advice, service an” — firm_official
- “Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.” — firm_official
- Content marketing — none (medium)
- “My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle” — firm_official
- Has podcast — no (medium)
- “My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle” — firm_official
- Books published — 0 (medium)
- “My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle” — firm_official
- Linkedin url — https://www.linkedin.com/in/marcusfagersten/ (medium)
- “Marcus Fagersten - UBS Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Marcus Fagersten - UBS Private Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors, 2026, Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 250 Private Wealth Management Teams, 2025, Barron's Top 100 Private Wealth Management Teams, 2021, UBS Wealth Management Pinnacle Council, 2024, 2026 (high)
- “Barron's Top 100 Financial Advisors, 2026The Barron's rating is awarded annually in April and is based on information from the prior year Q4.” — firm_official
- “Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.” — 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/R72Advisors/media/321450/UBS_Logo_Semibold.svg (high)
- Visual brand notes — Standard UBS corporate template: white ground, red three-key accent icons, semibold sans wordmark. Aspirational stock imagery — sunrise mountain climbers, three generations in an apple orchard. No team-specific mark or palette. (high)
- “src="mediahandler/dynamicmedia/662266/03_A leading global wealth manager_Mountain climbers on peak at sunrise.jpg?width=692"” — firm_official
