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)

• Over $5 billion in AUM
• 10 master’s degrees from institutions including Yale, Columbia, and Boston University
• 10 Certified Financial Planner™ professionals
• 2 Chartered Financial Analysts®
• Multiple other advanced designations
• Recognitions: Barron’s Top 250 Private Wealth Team (2022–2024) and Forbes Best-In-State Wealth Management Team (2024)

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 quality client service

4. Flagship Financial Partners (12 Advisors)

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

5. Gatestone Financial Partners (12 Advisors)

• $7+ billion AUM
• 22-person seasoned team with 150+ collective years of experience
• Multigenerational team supporting multigenerational clients

6. Wise River Advisors (12 Advisors)

• $6+ billion AUM
• 20+ years in business as a team
• Offices in Los Angeles, Orange County, and San Diego
• Focused on ultra-affluent families, endowments, and foundations
• Specializes in intergenerational wealth planning

7. Seested Partners (11 Advisors)

• Led by Vic Seested, fourth-generation advisor with 25+ years of experience
• Expertise in business transitions for CEOs and entrepreneurs
• Offices in Washington, D.C., and Florida

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 serving entrepreneurs nationwide
• Focus on strategic exit planning and long-term investment priorities

10. Oakring Wealth Partners (9 Advisors)

• $3 billion AUM
• 395 collective years of experience
• Client-focused approach emphasizing long-term planning

Why UBS Advisor Teams Matter in Today’s Market

UBS’s top advisory teams stand out not only by assets under management but by their diverse expertise, advanced credentials, and ability to support multigenerational wealth. Their global reach and deep client relationships reflect broader trends highlighted in reports like the Top Independent RIAs of 2025.

For asset managers, fintechs, and recruiters, targeting the right advisor teams can accelerate distribution and relationship-building. With tools like the RIA & Broker-Dealer Database and enhanced AI-powered search, firms can identify, connect with, and convert high-value prospects more efficiently.

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The UBS teams highlighted here showcase the depth and sophistication driving today’s wealth management industry. From billion-dollar AUM to multigenerational expertise, these advisors are setting the standard for client service and strategic growth.

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