UBS announced on Monday that The Schultz Group, a Phoenix-based advisory team, has been included in Barron’s Top 250 Private Wealth Management Teams list for 2026. This recognition marks the second consecutive year the team has earned a spot on the annual ranking, which evaluates firms based on metrics including client assets, growth, and service quality.
The Schultz Group, led by advisors within UBS’s private wealth management division, serves high-net-worth clients in Arizona. The team’s inclusion follows a review process conducted by Barron’s, which assesses financial advisors across the United States for the annual list. Criteria include client retention, team size, and the breadth of services offered to clients.
UBS, a global financial services firm, did not disclose specific client asset figures or revenue data tied to The Schultz Group’s performance. The firm emphasized the team’s commitment to tailored wealth management solutions as a contributing factor to the recognition.
Barron’s rankings are widely regarded as a benchmark for excellence in the private wealth management industry. The 2026 list will be published in the magazine’s September issue, with The Schultz Group joining other top-ranked teams across the country.
