UBS Southeast Advisors Dominate Barron’s 2026 Rankings — UBS Group AG

Event summary

UBS Southeast advisors secured multiple spots in Barron’s 2026 rankings, including the Top 100 Financial Advisors and Top 250 Private Wealth Management Teams.
Greg Cash and Mitchell Wickham of Wickham Cash Partners in Charlotte, NC, made the Barron’s Top 100 for the sixth consecutive year.
Three institutional consulting teams from the Southeast region were named to Barron’s Top 100 Institutional Consulting Teams.
Barron’s rankings are based on quantitative factors like revenue, assets under management, and regulatory record from Q4 2025.

The big picture

UBS’s strong showing in Barron’s rankings underscores the firm’s ability to attract and retain top wealth management talent in the Southeast. The recognition highlights the region’s strategic importance in UBS’s broader wealth management strategy, particularly as the firm competes with other global players for high-net-worth clients. With $7 trillion in AUM as of Q4 2025, UBS’s dominance in advisor rankings could further solidify its market position.

What we're watching

Advisor Retention: Whether UBS can sustain this level of advisor performance amid broader industry talent wars.
Regional Expansion: The pace at which UBS can replicate this success in other regions.
Client Acquisition: How these rankings will translate into new client inflows for the Southeast region.