UBS Secures Top Spots for 34 Advisor Teams in Southern California and Hawaii
Event summary
- 34 UBS advisor teams in Southern California and Hawaii ranked on Forbes' 2026 Best-In-State Wealth Management Teams list.
- The ranking features over 6,100 teams managing $8.3 trillion in client assets.
- UBS Pacific Desert Market Executive Justin Frame highlighted the teams' role in personalized wealth management.
- Rankings determined by SHOOK Research using quantitative data and qualitative insights.
The big picture
UBS's strong showing in Forbes' rankings underscores the firm's focus on high-net-worth and private wealth advisory services. The recognition aligns with broader industry trends favoring personalized wealth management, particularly in high-growth regions like Southern California and Hawaii. With $6.1 trillion in AUM as of Q4 2024, UBS continues to leverage its global scale to attract and retain top-tier advisor talent.
What we're watching
- Advisor Retention
- Whether UBS can sustain advisor team performance amid industry-wide talent competition.
- Client Acquisition
- How these rankings will impact client inflows into the Pacific Desert region teams.
- Regional Expansion
- The pace at which UBS expands its high-performing advisor model to other markets.
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