Ryan Long

Top Wealth + Best-in-State · rank 2 · Dallas, Texas · listed firm: UBS Private Wealth Management

Identity & firm

• Firm — UBS Private Wealth Management (high)
  • “UBS FINANCIAL SERVICES INC. CRD# 8174 09/03/2002” — sec_finra_regulatory
  • “Ryan Long Managing Director–Wealth Management Private Wealth Advisor” — firm_official
• Parent company — UBS Group AG (high)
  • “UBS FINANCIAL SERVICES INC. CRD# 8174 09/03/2002” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “Firm Name: UBS FINANCIAL SERVICES INC. Main Address: 1200 HARBOR BOULEVARD WEEHAWKEN, NJ 07086

Firm ID#: 8174” — sec_finra_regulatory

• “This representative is currently registered in 10 SRO(s) and 51 jurisdiction(s).” — sec_finra_regulatory
• Team name — LongBernstein Wealth Management (high)
  • “” — firm_official
• Team size — 25 (medium)
  • “Ryan Long Managing Director–Wealth Management Private Wealth Advisor View bio Industry recognition” — firm_official
• CRD — 4545159 (high)
  • “RYAN MICHAEL LONG (CRD# 4545159)” — sec_finra_regulatory
• Years experience — 23 (high)
  • “UBS FINANCIAL SERVICES INC. CRD# 8174 09/03/2002” — sec_finra_regulatory
  • “With over 20 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in economics.” — firm_official
• Designations — other:Private Wealth Advisor, other:Senior Portfolio Manager, other:Series 7, 63 and 65 securities licenses, other:general lines insurance license (high)
  • “Education and credentials – Series 7, 63 and 65 securities licenses and the general lines insurance license – B.S., Economics, University of Texas at Austin” — firm_official
  • “Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.” — firm_official

Book of business

• Team AUM ($M) — 6500 (high)
  • “Team Assets (Custodied): $6.5B” — forbes_shook
• Account minimum ($M) — 5 (high)
  • “Minimum Account Size for New Business: $5M” — forbes_shook
• Typical client net worth ($M) — 10 (high)
  • “Typical Net Worth of Relationships: $10-100M” — forbes_shook
• Client niche — ultra high net worth families and multigenerational legacy planning (high)
  • “He is a Private Wealth Advisor at UBS, having completed the program focused on the specific planning and advisory needs of ultra high net worth clients and their families.” — firm_official
  • “A legacy for generations” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “B UBS FINANCIAL SERVICES INC. CRD# 8174 09/03/2002

IA UBS FINANCIAL SERVICES INC. CRD# 8174 ” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisors.ubs.com/lbwmg/ (high)
  • “” — firm_official
• Value proposition (verbatim) — A legacy for generations. With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. (high)
  • “A legacy for generations With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to h” — firm_official
• Differentiators — Multigenerational legacy focus — organizing finances around "what you envision for generations to come", Goal to be the client's primary source of financial advice, Long-term relationships via commitment to quality client service, UBS Private Wealth Advisor program credential for ultra high net worth families, Senior Portfolio Manager designation — in-house discretionary portfolio management (high)
  • “Pursuing your goals together 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-te” — firm_official
  • “He is a Private Wealth Advisor at UBS, having completed the program focused on the specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UB” — firm_official
• Content marketing — none (medium)
  • “Pursuing your goals together Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice.” — firm_official
• Has podcast — no (medium)
  • “Pursuing your goals together Our mission is to provide quality strategies customized to your needs.” — firm_official
• Books published — 0 (low)
  • “Outside of UBS Ryan is an avid golfer & sports fan, and coaches several of his children’s sports teams. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy.” — firm_official
• Linkedin url — https://www.linkedin.com/in/ryan-m-long-b093b123 (high)
  • “<a class="accessible-linkedin" href="https://www.linkedin.com/” — firm_official
• Social presence — linkedin_active (low)
  • “<img src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
• Press awards — Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 100 Private Wealth Management Teams, 2022, 2023, Barron's Top 1,200 Financial Advisors, 2019-2025, Barron's Top 1,500 Financial Advisors, 2026, Forbes America's Top Next-Gen Wealth Advisors, 2017, 2019 (high)
  • “Barron’s Top 100 Private Wealth Management Teams, 2022, 2023 The Barron's rating is awarded annually in April based on information from the prior year Q4. Barron’s Top 250 Private Wealth Management Teams, 2024, 2025, 202” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
• Logo url — https://advisors.ubs.com/lbwmg/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
  • “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
• Visual brand notes — Standard UBS corporate template: red-and-white UBS wordmark, clean sans-serif, generic institutional stock imagery (mountain ski lift, young family at beach), uniform 289x273 headshots, Barron's award badge. No team-specific visual identity. (high)
  • “<img alt="Lift ascending the mountains" src="mediahandler/dynamicmedia/325968/135_UBS-Wealth-Way.jpg"” — firm_official
  • “<img alt="Young family at the beach" src="mediahandler/dynamicmedia/326541/089_Legacy_Estate planning_Young family beach_1033x600.jpg?width=950"” — firm_official

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