UBS Phoenix Advisors Repeat on Barron’s Top 1,500 List

Event summary

Six UBS Phoenix advisors named to Barron’s Top 1,500 Financial Advisors list for 2026.
Four advisors (Brad Howell, Steven Schultz, Stockton Schultz, Ryan Moore, Scott MacDonald) previously recognized in 2024 or 2025.
Barron’s ranking based on revenue, AUM, practice quality, and regulatory record.
UBS Wealth Management US manages $6.1 trillion in invested assets as of Q4 2024.

The big picture

UBS’s repeated recognition in Barron’s rankings underscores its strong wealth management footprint in Phoenix, a key market for high-net-worth clients. The firm’s ability to maintain top advisor talent will be critical as competition intensifies for skilled wealth managers. With $6.1 trillion in AUM, UBS’s strategic focus on advisor excellence aligns with broader industry trends prioritizing personalized client service.

What we're watching

Advisor Retention: Whether UBS can sustain high advisor performance amid industry-wide talent competition.
Client Trust: How repeated recognition impacts client acquisition and retention in the Phoenix market.
Regulatory Compliance: The pace at which regulatory scrutiny evolves for top-performing advisors.