UBS Secures Top Arizona Wealth Management Rankings in Forbes 2026 List
Event summary
- 10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list for 2026.
- The Schultz Group ranked #1 High Net Worth Team in Arizona, marking its third consecutive top ranking (2023, 2025, 2026).
- Forbes|SHOOK list features over 6,100 teams managing $8.3 trillion in client assets.
- UBS Wealth Management US oversees $6.1 trillion in invested assets as of Q4 2024.
The big picture
UBS's strong showing in Arizona underscores the firm's ability to maintain top-tier wealth management teams in key markets. The recognition aligns with broader industry trends where regional performance is increasingly critical for global wealth managers looking to differentiate themselves through localized expertise and client relationships. With $6.1 trillion in AUM, UBS continues to emphasize personalized financial planning as a core competitive advantage.
What we're watching
- Advisor Retention
- Whether UBS can sustain advisor team performance and retention in Arizona amid competitive wealth management landscapes.
- Market Expansion
- How UBS leverages this recognition to attract high-net-worth clients in other states beyond Arizona.
- Industry Benchmarking
- The pace at which Forbes|SHOOK rankings influence client acquisition and advisor recruitment strategies.
Related topics