Top Teams at UBS

UBS Wealth Management offers a comprehensive range of financial services designed to help individuals, families, and institutions manage and grow their wealth. With a global presence and decades of expertise, UBS delivers personalized solutions that cater to each client’s unique financial needs, including retirement planning, investment strategies, philanthropic advisory, and estate planning. Backed by over 11,000 financial advisors managing more than $70 billion in assets, UBS’s nearly 2,000 advisory teams bring a wealth of knowledge and insight to their clients. In this post, we’ll spotlight some of the top UBS advisor teams.

1. Hingham Street Partners: 21 advisors

1. • In excess of $5 billion in assets under management
   • 10 master’s degrees from institutions including Yale, Columbia, Boston University, Bentley and Sacred Heart University
   • 6 Senior Portfolio Managers®
   • 10 Certified Financial PlannerTM professionals
   • 2 Chartered Financial Analysts®
   • 1 Certified Investment Management Analysts®
   • 3 Certified Exit Planning Advisors®
   • 3 Chartered Retirement Planning CounselorSM
   • 1 Chartered Retirement Plan Specialist®
   • 1 Certified Portfolio Manager®
   • 1 Financial Paraplanner Qualified Professional®
   • 1 Retirement Income Certified Professional®
   • 1 Accredited Domestic Partner Advisor
   • 1 Certified Divorce Financial Analyst
   • Barron’s Top 250 Private Wealth Team (2022 – 2024). The Barron’s ratings are awarded    annually in April based on information from the prior year Q4.
   • Forbes Best-In-State Wealth Management Team (2024). The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.
     
     

2. The Burish Group: 16 advisors

1. • 5.5 Billion AUM 
   • 40+ years in business as a team
   • 50 person seasoned team
     
     

3. LongBernsteinGunderson Wealth Management: 13 advisors

1. • Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
     
     

4. Flagship Financial Partners: 12 advisors

1. • Driven by our core values of collaboration, integrity, independence and passion, and supported by a world leader in institutional services and private wealth management, we’ve built a diverse team across experience, gender, race and background. Whether you’re a retirement plan sponsor or hedge fund manager, a family office or industry executive, Flagship Financial Partners has the insight and resources to help you pursue your most important goals and address the challenges within your financial world.
     
   • Positioned to deliver all of UBS
     Our 28 team members, a collaboration of talent, bring complementary knowledge of wealth, investing, planning and philanthropy to institutional and private clients. Accessing global solutions and expertise across UBS, from Private Wealth Management to the UBS Investment Bank has earned us a valued seat at the tables of many multigenerational families, business owners, executives, corporations and nonprofits as they manage their financial world.
   • Committed to diversity
     We’ve intentionally built a team as diverse as the clients we serve. Whether from race, gender or culture, we believe multiple perspectives, experiences and passions give us a greater understanding of your needs. That’s how we provide relevant insight, no matter what your goals or the challenges you face.

5. Gatestone Financial Partners: 12 advisors

1. • 7+ billion AUM 
   • 22 person seasoned team
   • 150+ collective years of experience
   • At Gatestone Financial Partners, you and your best interests are at the center of everything we do. We built our team with purpose to combine diverse talents and capabilities, all with the commitment toward helping Gatestone clients pursue their most important goals. For more than 20 years, we have advised our clients through every type of investment environment, however challenging.
     
   • Advice across generations
     Just as our clients and their families have multigenerational needs and goals, our team is multigenerational. With Gatestone, you and your family can be a client for life. Our comprehensive financial planning approach, decades of experience and access to global resources allow us to guide clients confidently along their unique paths forward.

6. Wise River Advisors: 12 advisors

1. • 6+ Billion AUM 
   • 20+ years in business as a team
   • 23 person seasoned team
   • Our approach
     Many advisory teams attempt to be all things to all people. Our mission, however, is to provide a select group of investors with the independent thinking and exceptional service that significant wealth demands.
     
     From our three locations in Los Angeles, Orange County and San Diego, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments and foundations. Throughout our 23 years as a team, we have developed a sophisticated and comprehensive investment process that seeks to provide our clients with attractive after-tax, inflation-adjusted returns over time while minimizing risk.
   • Our commitment to family offices
     In addition to our team’s comprehensive investment and planning expertise, Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Mark, Craig, Glenn and Scott, as PWAs and FOCs, align specific needs to the full suite of UBS capabilities, including the highly bespoke solutions and collaboration from our Family Office Solutions Group.

7. Seested Partners: 11 advisors

1. • To Vic Seested, wealth management is an interwoven story that reflects the lives of our clients, their values, traditions and unique personal goals and objectives. As a UBS Private Wealth Advisor, a fourth-generation financial advisor with more than 25 years of experience, Vic works with clients to embrace each chapter of that story. He provides guidance, insight and resources that ultimately help them move forward. His advice centers on the planning and business transition needs of CEO founders, wealth creators, business owners and entrepreneurs who require time and dedicated stewardship they can count on. Because accessibility is important to Vic, he has offices in both Washington D.C. and Florida to conveniently meet up with many of his business owner clients who have relocated to the Sunshine State.
   • The power of connection
     As Vic’s client, you are connected  to all that UBS Private Wealth Management offers—experts and thought leaders within our firm and across the globe. Through this network of experienced professionals and thoughtful collaboration,  Vic can help inform your decisions and fuel the journey toward your goals—from overseeing your assets to building and transitioning your business to helping to preserve and pass on your wealth to the next generation. He and all of Seested Partners are well positioned to determine the right opportunities and specialists for your comprehensive needs. Together you will create a long-term plan that integrates each critical area of your financial world.

8. A. C. E. Wealth Consulting Group: 9 advisors

1. • What will your legacy be? Whether it’s to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

9. Aventus Wealth Management: 9 advisors

1. • Plan strategically to exit confidently
     For more than 25 years, our team has built lifelong relationships with entrepreneurs nationwide. We’ve addressed the full cycle of their goals—from start-up to growth to sale or succession—while also helping them pursue other critical planning and investment priorities.

10. Oakring Wealth Partners: 9 advisors 

1. • 3 Billion 
   • 395 Collective years of experience
   • Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We’ll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.