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)

• 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 Planner™ professionals
• 2 Chartered Financial Analysts®
• 1 Certified Investment Management Analyst®
• 3 Certified Exit Planning Advisors®
• 3 Chartered Retirement Planning Counselor℠
• 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) – Awarded annually in April based on prior year Q4 data
• Forbes Best-In-State Wealth Management Team (2024) – Compiled by SHOOK Research, awarded annually in January

2. The Burish Group (16 Advisors)

• $5.5 billion AUM
• 40+ years in business as a team
• 50-person seasoned team

3. LongBernsteinGunderson Wealth Management (13 Advisors)

• Mission: Provide quality strategies customized to client needs
• Goal: Be the primary source of financial advice
• Focus: Long-term relationships through a commitment to quality client service

4. Flagship Financial Partners (12 Advisors)

• Core values: collaboration, integrity, independence, and passion
• 28 team members with diverse backgrounds and expertise
• Access to UBS global solutions, including Private Wealth Management and UBS Investment Bank
• Committed to diversity across race, gender, and culture
• Serves retirement plan sponsors, hedge fund managers, family offices, and executives

5. Gatestone Financial Partners (12 Advisors)

• $7+ billion AUM
• 22-person seasoned team
• 150+ collective years of experience
• 20+ years advising clients through all market environments
• Advice across generations – multigenerational team supporting multigenerational clients

6. Wise River Advisors (12 Advisors)

• $6+ billion AUM
• 20+ years in business as a team
• 23-person seasoned team
• Offices in Los Angeles, Orange County, and San Diego
• Focused on ultra-affluent individuals, families, partnerships, endowments, and foundations
• Private Wealth Advisors with Family Office Consultant designation, specializing in intergenerational wealth

7. Seested Partners (11 Advisors)

• Led by Vic Seested, a fourth-generation financial advisor with 25+ years of experience
• Expertise in planning and business transition for CEOs, wealth creators, and entrepreneurs
• Offices in Washington, D.C., and Florida
• Provides access to UBS’s global Private Wealth Management resources and specialists

8. A.C.E. Wealth Consulting Group (9 Advisors)

• Specializes in estate planning and philanthropic strategies
• Helps clients shape legacies for future generations

9. Aventus Wealth Management (9 Advisors)

• 25+ years in business serving entrepreneurs nationwide
• Focus on strategic exit planning, succession, and long-term investment priorities

10. Oakring Wealth Partners (9 Advisors)

• $3 billion AUM
• 395 collective years of experience
• Client-focused approach built on listening, vision, and long-term planning

Conclusion

UBS’s top advisory teams stand out not just by size, but by the quality of their expertise, diversity, and commitment to clients. Whether through multigenerational leadership, advanced credentials, or serving ultra-high-net-worth clients, these teams show what’s possible when talent and strategy align.

Want your team to be among them? See how AdvizorPro can help you identify and connect with elite advisors faster than ever. Start your free trial today.

‍

‍