Best-in-State · rank 54 · Scottsdale, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (high)
- “Richard Schneider is a Senior Vice President–Wealth Management at UBS Financial Services” — firm_official
- Parent company — UBS Group AG (high)
- “UBS Group AG is the ultimate parent company” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “UBS Financial Services Inc. operates as a global wirehouse-style broker-dealer and qualified custodian” — professional_press
- Team name — VAULT Wealth Management Partners (high)
- “He is part of the VAULT Wealth Management Partners team, which was recognized as a Forbes Best-in-State Wealth Management Team in 2025 and 2026.” — firm_official
- Team size — 9 (high)
- “Five senior wealth advisors lead client relationships, supported by three registered client service associates who manage administrative operations and client support.” — firm_official
- CRD — 1407078 (high)
- “Richard K. Schneider (CRD# 1407078) is currently employed by and registered with UBS Financial Services Inc.” — professional_press
- Years experience — 25 (high)
- “For over 25 years, Richard has effectively helped manage his clients' financial futures.” — firm_official
- Designations — CFP, other:Wealth Advisor, other:Senior Portfolio Manager (high)
- “Certified Financial Planner™ (CFP®), Senior Portfolio Manager, Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 6 (high)
- “Typical Net Worth of Relationships: $2-10M” — forbes_shook
- Client niche — generalist (medium)
- “Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.” — firm_official
- Custodians — not_applicable (high)
- “UBS Financial Services Inc. operates as a wirehouse broker-dealer” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisors.ubs.com/richard.schneider4/ (high)
- “Richard Schneider - Scottsdale, AZ | Financial Advisors” — firm_official
- Value proposition (verbatim) — Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities. (high)
- “Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.” — firm_official
- Differentiators — Wealth Advisor designation from UBS, UBS Wealth Way framework (Liquidity, Longevity, Legacy), Personalized approach to multi-generational planning, Registered in 44 states and DC, UBS Wealth Management President's Council (2025) (high)
- “One of a small number of UBS Financial Advisors who has earned the designation of Wealth Advisor” — firm_official
- “Employs UBS Wealth Way framework addressing Liquidity, Longevity, and Legacy” — firm_official
- Content marketing — occasional (low)
- “Richard Schneider has been featured on WCBS News Radio discussing Financial Planning concepts.” — firm_official
- Has podcast — no (medium)
- “No podcast found on UBS profile or social media channels” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/richard-schneider-cfp®-828a3a170/ (high)
- “Richard Schneider, CFP® - Senior Vice President- Wealth Management - UBS Financial Services” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Richard Schneider maintains a LinkedIn profile as Senior Vice President - Wealth Management at UBS Financial Services” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors (2023, 2024, 2025, 2026), Forbes Best-in-State Wealth Management Teams (2025, 2026), UBS Wealth Management President's Council (2025), Guide to America's Top Financial Planners (high)
- “Forbes Best-in-State Wealth Advisors (2023, 2024, 2025, 2026) and Forbes Best-in-State Wealth Management Teams (2025, 2026)” — firm_official
- “UBS Wealth Management President's Council (2025)” — firm_official
Visual brand
- Has distinct logo — yes (medium)
- “VAULT Wealth Management Partners has its own branded team identity distinct from UBS corporate branding” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Professional UBS wirehouse branding with corporate blue color scheme; VAULT team emphasizes stability and heritage through traditional wealth management aesthetic (medium)
- “UBS 160+ year wealth management heritage” — firm_official