Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List

Rhea-AI Summary

UBS Wealth Management USA announced that 11 Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. The recognized teams include six from Phoenix, two from Tucson, and three from Scottsdale.

Notable mentions include The Schultz Group, ranked #1 in Arizona, specializing in retirement planning and sustainable investing. Other top-ranked teams include The Biltmore Financial Group (#11), Impact Wealth Management (#15), and Vault Wealth Management Partners (#25).

Two additional Arizona-based advisors working with teams in other states were also recognized: Ethos Wealth Advisors ranked #4 in Nevada, and West Coast Wealth Management ranked #21 in Washington state. The Forbes list features over 5,300 teams with cumulative assets of $7 trillion, compiled by SHOOK Research using quantitative and qualitative data.

Positive

• Strong market presence with 11 teams recognized in Arizona state rankings
• Top state ranking achieved by The Schultz Group (#1 in Arizona)
• Additional recognition in other states (Nevada #4, Washington #21)

Negative

• None.

PHOENIX--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that 11 of its Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.

“We are proud that so many of our advisor teams here in Arizona, as well as many other UBS teams across the US, have received this prestigious industry recognition,” said Ryan Lurie, Executive Director at UBS Wealth Management USA who leads UBS’s Arizona offices. “Our advisor teams maintain strong, lasting relationships with clients because of their dedication to developing comprehensive financial plans and tailored financial solutions designed to meet clients’ individual needs and goals.”

The UBS Wealth Management teams named to the list in Arizona are:

Phoenix

The Schultz Group, ranked #1 in the state, includes Financial Advisors Steven Schultz, Stockton Schultz, and Justin Low. A multi-generational team, The Schultz Group is committed to this generation and the next as they specialize in working with families for retirement planning, sustainable investing, and legacy planning.

The Biltmore Financial Group, ranked #11, includes Financial Advisors Michael Bell, Tyson Tibshraeny, T. Ryan Moore and Scott Murray. Together, they take a team-based approach, focusing on personalized service to provide goal-based planning and investment management for multi-generational families.

Mountain View Wealth Management, ranked #51, includes Financial Advisors Anthony Bebbington and Dipen Patel, who have a long list of recognitions for the individualized work they do with clients, providing quality strategies customized to client needs for wealth preservation and investment.

Fann Wealth Management, ranked #52, consists of Financial Advisor Larry Fann and two client associates. Larry has more than 30 years’ experience in the financial industry continuing his focus on families, many with businesses in transition, including mergers, acquisitions, and sales. Larry and his team provide support and intellectual capital through a network of specialists inside and outside of UBS, allowing for collaboration among his clients and their other professionals, including tax advisers, legal teams, and family offices.

The Choy Group, ranked #56, is led by Financial Advisor Peter Choy. The team concentrates on developing long-term relationships through a commitment to quality client service to become their clients’ primary source of financial advice.

Bahbah Wealth Management, ranked #66, consists of As’ad Bahbah and Bill Sobers, a seasoned team of experienced corporate retirement and institutional services consultants, with decades of experience serving the needs of business leaders, institutional investors and plan sponsors.

Tucson

Rottenstein Wealth Management and Consulting, #62 in the state, initially was a father-son team led by Financial Advisors Myron Rottenstein and Aaron Rottenstein. Upon Myron’s retirement, Aaron became part of UBS Institutional Consultants, and works with teams in Arizona, New Mexico, and Nevada, empowering them to work as fiduciaries with some of UBS's largest and most sophisticated clients.

M&A Wealth Management, #84, includes Financial Advisors Jonathan Mitchell and Nicolas Abdy, who partner with their clients to help them grow, preserve and pass on their wealth.

Scottsdale

Impact Wealth Management, #15, includes Financial Advisors Jennifer Pope, Scott Watson, Andrew Ruboyianes, and Robert Lehnhardt. In addition to their recognition as a team, Jennifer and Scott have also individually been recognized for their dedication to clients. Jennifer has been recognized twice to the Forbes Top Women Wealth Advisors list (2020, 2023) and Scott has been named to the Forbes Top Next-Gen Advisors list (2019).

Vault Wealth Management Partners, ranked #25, with team members in Phoenix, Scottsdale, and New York, including Robin P. Allen, Jaime Engle, Katrina Hanks, Kirk M. Johnson and Richard K. Schneider. The team provides highly customized advice to high-net-worth families and institutional investors for preserving, enhancing, and transferring significant wealth, working every day to earn the confidence and trust of clients through integrity, prudence and accessibility.

Bailey Wealth Management, #69, includes Financial Advisors Susan Bailey and Jessica Bailey, a mother/daughter team who make an impact in the lives of clients by guiding them through major life events and helping them preserve and pass on their wealth. Their customized approach focuses on thoughtful financial planning and wealth management that encompasses all aspects of clients’ financial lives.

Additionally, two Arizona-based advisors who work with teams in other states have also been named to the Forbes list. Ethos Wealth Advisors, part of UBS Private Wealth Management, including Phoenix-based advisor Jeoffrey Wasson, was ranked the #4 team in Nevada. West Coast Wealth Management, which includes Phoenix-based advisor Owen Sweeney, was ranked #21 in Washington state.

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

For the full list and further information, 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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© 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.

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Media Contact:

Hilary McCarthy

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774-364-1440

Source: UBS Wealth Management USA

FAQ

How many UBS wealth management teams from Arizona made the Forbes Best-in-State list for 2025?

11 UBS wealth management teams from Arizona were named to the Forbes Best-in-State list, with six teams from Phoenix, two from Tucson, and three from Scottsdale.

Which UBS team ranked #1 in Arizona on the Forbes Best-in-State list?

The Schultz Group, led by Financial Advisors Steven Schultz, Stockton Schultz, and Justin Low, ranked #1 in Arizona.

What is the total asset value managed by teams on the Forbes Best-in-State Wealth Management Teams list?

The Forbes list features over 5,300 teams managing cumulative assets of $7 trillion.

How many UBS teams from Phoenix were recognized on the Forbes Best-in-State list?

Six UBS teams from Phoenix were recognized on the Forbes Best-in-State Wealth Management Teams list.