UBS’s Schultz Group Repeats on Barron’s Top Private Wealth Teams…

Event summary

The Schultz Group at UBS ranked on Barron’s Top 250 Private Wealth Management Teams for the second consecutive year.
Team manages $3B in assets with 45 years of combined experience.
Steven L. Schultz and Stockton M. Schultz lead the team, both recognized in Forbes and Barron’s individual advisor lists.
UBS is the only Phoenix-based team on the 2026 ranking.

The big picture

UBS’s Schultz Group stands out as a regional leader in private wealth management, reinforcing the firm’s strategy of deepening client relationships through specialized advisory teams. The repeat ranking underscores the growing importance of localized expertise in an increasingly competitive wealth management landscape. With $3B in AUM, the team’s performance highlights UBS’s ability to attract and retain top-tier talent in key markets.

What we're watching

Client Retention: Whether the team’s repeat recognition translates into sustained high-net-worth client loyalty.
Regional Expansion: How UBS leverages this Phoenix-based success to expand its private wealth footprint in other markets.
Industry Benchmarking: The pace at which Barron’s rankings influence competitive positioning among wealth management teams.