wirehouse— stable

UBS Wealth Management

UBS

Rank

#3
1
Advisors

6,000

Total AUM

~1500B

Net 30d

+1

Net 90d

-2

Recent Arrivals (7)
Young Advisory Group
From Merrill Lynch
$956M

3 months ago

The RoseWest Group
From Morgan Stanley
$375M

3 months ago

Bucher Group
From Merrill Lynch
$700M

2 years ago

The Hart Group
From Merrill Lynch
$1.3B

2 years ago

Foley DeLuise & Associates
From Merrill Lynch
$2.0B

2 years ago

Recent Departures (4)
Rockefeller Spring 2026 Hires
To Rockefeller Capital Management
$5.0B

2 months ago

Stonegate Investment Group
To NewEdge Advisors (Pillar)
$6.0B

3 months ago

Snow Pine Private Wealth
To Wells Fargo FiNet
$1.7B

4 months ago

UBS Team
To Rockefeller Capital Management
$938M

7 months ago

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