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Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List

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UBS Wealth Management USA announced today that 26 financial advisor teams based in the Southern California and Hawaiian areas of the firm's Pacific Desert market have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025.

"We are proud to see these talented teams recognized for their dedication to meeting the needs of their clients," says Justin Frame, Pacific Desert Market Executive, UBS Wealth Management USA. "We are very proud of their commitment to helping clients achieve their financial goals and life ambitions, by providing personalized, comprehensive wealth management services and best-in-class advice. Congratulations to our advisor teams for these prestigious industry recognitions."

The teams, and where they rank in the state lists, are:

Honolulu, HI: High Net Worth Teams

Orange County, CA: High Net Worth Teams

Orange County, CA: Private Wealth Teams

Riverside County, CA: High Net Worth Teams

San Diego County, CA: High Net Worth Teams

San Diego, CA: Private Wealth Teams

The third annual Forbes/SHOOK Best-In-State Wealth Management Teams lists feature more than 5,300 teams with cumulative assets of $7 trillion. The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

For the full list and methodology, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Notes to Editors: Photos available upon request

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

Media Contact:

Hilary McCarthy

hilary@clearpointagency.com

774-364-1440

https://www.ubs.com

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