PHILADELPHIA, PA — UBS has announced that 21 of its advisor teams have been named to the prestigious 2024 Forbes Best-in-State Wealth Management Teams list. The Philadelphia D.C. Wealth Management Market has clearly demonstrated its prowess with this significant representation on the list.
“It is truly gratifying to see so many of our talented advisors receive national recognition for their hard work and dedication to clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management.
The second annual Forbes Best-in-State Wealth Management Teams list is a remarkable compilation of over 4,100 teams that collectively manage an astronomical $5.1 trillion of assets. The selection process is rigorous, relying on both qualitative and quantitative criteria, including phone and in-person interviews, compliance records, and revenue generated for their firms.
Among the UBS teams honored are Wickham Cash Partners from Charlotte, N.C., CenturyPlus Wealth Management Group from Philadelphia, and LongBernsteinGunderson with teams based in New York City, Dallas, and Philadelphia. Other teams hail from locations as diverse as Conshohocken, Pennsylvania, Washington, D.C., and Bethesda, Maryland.
“We congratulate each of these advisors for this prestigious industry achievement and applaud their professional accomplishments,” added Fox.
This notable recognition for UBS’s wealth management teams signifies the firm’s commitment to providing exceptional service to its clients. It also spotlights the talent and dedication of its advisors who go above and beyond to ensure their clients’ financial success.
With a continued focus on strategies that prioritize client needs and robust financial growth, UBS’s presence on the Forbes list sets a high standard for wealth management firms across the nation. As industry watchers keep a keen eye on these top-performing teams, UBS’s strong showing serves as a benchmark for success in the competitive wealth management market.
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