T. Ryan Moore

Best-in-State · rank 36 · Phoenix, Arizona · listed firm: UBS Wealth Management

Identity & firm

Firm — UBS Wealth Management (high)
- “firm: "UBS Wealth Management"” — forbes_shook
Parent company — UBS Group AG (high)
- “UBS Wealth Management is a division of UBS Group AG” — firm_official
Firm type — bank_brokerage (high)
- “UBS Wealth Management operates as a wealth advisory division of UBS, a global systemically important bank” — firm_official
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Team AUM ($M) — 1300 (high)
- “Team Assets (Custodied): $1.3B” — forbes_shook
Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
Typical client net worth ($M) — 16.0 (high)
- “Typical Net Worth of Relationships: $2-30M” — forbes_shook
Client niche — generalist (medium)
- “UBS Wealth Management serves high-net-worth clients across diversified industries and life stages” — firm_official
Custodians — not_applicable (high)
- “UBS is a bank-brokerage and self-custodies assets through UBS Custody” — firm_official
Fee model — not_public (high)
- “UBS Wealth Management fee structures vary by service and are disclosed individually to clients” — firm_official

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Press awards — Forbes America's Top Wealth Advisors 2026 (Rank 36) (high)
- “T. Ryan Moore ranked 36 in America's Top Wealth Advisors 2026” — forbes_shook