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Six UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List

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UBS has announced that six financial advisors from its Pacific Desert Market have been named to Barron's Top 1200 Financial Advisors list for 2025. The recognized advisors include three from Arizona (Steven Schultz #2, Stockton Schultz #20, and Brad Howell #24), two from Honolulu (Matt Megorden #2 and Daniel Shiu #5), and one from La Jolla, CA (Braydon Hamilton).

Matt Megorden, recognized for the sixth consecutive year, specializes in high-net-worth entrepreneurs and technology executives. Daniel Shiu, making his first appearance on the list, focuses on business owner consulting. The father-son duo of Steven (10th appearance) and Stockton Schultz (2nd appearance) lead the Schultz Group, while Brad Howell, with 22 years of experience, serves clients with over $2 million in investable assets. Braydon Hamilton, recognized for the third consecutive year, leverages his Wharton School background for portfolio analysis.

UBS ha annunciato che sei consulenti finanziari del suo mercato del Pacifico Desert sono stati nominati nella lista dei 1200 migliori consulenti finanziari di Barron per il 2025. I consulenti riconosciuti includono tre dall'Arizona (Steven Schultz #2, Stockton Schultz #20 e Brad Howell #24), due da Honolulu (Matt Megorden #2 e Daniel Shiu #5) e uno da La Jolla, CA (Braydon Hamilton).

Matt Megorden, riconosciuto per il sesto anno consecutivo, si specializza in imprenditori ad alto patrimonio e dirigenti tecnologici. Daniel Shiu, alla sua prima apparizione nella lista, si concentra sulla consulenza per proprietari di aziende. Il duo padre-figlio composto da Steven (10ª apparizione) e Stockton Schultz (2ª apparizione) guida il Schultz Group, mentre Brad Howell, con 22 anni di esperienza, serve clienti con oltre 2 milioni di dollari in attivi investibili. Braydon Hamilton, riconosciuto per il terzo anno consecutivo, sfrutta la sua formazione alla Wharton School per l'analisi del portafoglio.

UBS ha anunciado que seis asesores financieros de su mercado del Pacific Desert han sido nombrados en la lista de los 1200 mejores asesores financieros de Barron para 2025. Los asesores reconocidos incluyen a tres de Arizona (Steven Schultz #2, Stockton Schultz #20 y Brad Howell #24), dos de Honolulu (Matt Megorden #2 y Daniel Shiu #5), y uno de La Jolla, CA (Braydon Hamilton).

Matt Megorden, reconocido por sexto año consecutivo, se especializa en emprendedores de alto patrimonio y ejecutivos de tecnología. Daniel Shiu, que hace su primera aparición en la lista, se enfoca en la consultoría para propietarios de negocios. El dúo padre-hijo de Steven (10ª aparición) y Stockton Schultz (2ª aparición) lidera el Schultz Group, mientras que Brad Howell, con 22 años de experiencia, atiende a clientes con más de 2 millones de dólares en activos invertibles. Braydon Hamilton, reconocido por tercer año consecutivo, aprovecha su formación en la Wharton School para el análisis de carteras.

UBS는 태평양 사막 시장의 재정 고문 6명이 2025년 바론스 최고의 1200명 재정 고문 목록에 이름을 올렸다고 발표했습니다. 인정받은 고문에는 아리조나 출신 3명(스티븐 슐츠 #2, 스톡턴 슐츠 #20, 브래드 하우엘 #24), 호놀룰루 출신 2명(맷 메고든 #2, 다니엘 시우 #5), 그리고 라호야, CA 출신 1명(브레이던 해밀턴)이 포함됩니다.

맷 메고든은 6년 연속 인정받았으며, 고액 자산가 기업가 및 기술 경영진을 전문으로 합니다. 다니엘 시우는 목록에 처음 등장하며, 사업주 컨설팅에 집중합니다. 스티븐(10번째 등장)과 스톡턴 슐츠(2번째 등장) 부자는 슐츠 그룹을 이끌고 있으며, 브래드 하우엘은 22년의 경험을 바탕으로 200만 달러 이상의 투자 가능 자산을 가진 고객을 서비스합니다. 브레이던 해밀턴은 3년 연속 인정받았으며, 포트폴리오 분석을 위해 와튼 스쿨의 배경을 활용합니다.

UBS a annoncé que six conseillers financiers de son marché du Pacifique désert ont été nommés dans la liste des 1200 meilleurs conseillers financiers de Barron pour 2025. Les conseillers reconnus comprennent trois de l'Arizona (Steven Schultz #2, Stockton Schultz #20 et Brad Howell #24), deux d'Honolulu (Matt Megorden #2 et Daniel Shiu #5), et un de La Jolla, CA (Braydon Hamilton).

Matt Megorden, reconnu pour la sixième année consécutive, se spécialise dans les entrepreneurs à haut revenu et les cadres technologiques. Daniel Shiu, qui fait sa première apparition dans la liste, se concentre sur le conseil aux propriétaires d'entreprises. Le duo père-fils composé de Steven (10e apparition) et Stockton Schultz (2e apparition) dirige le Schultz Group, tandis que Brad Howell, fort de 22 ans d'expérience, sert des clients disposant de plus de 2 millions de dollars d'actifs investissables. Braydon Hamilton, reconnu pour la troisième année consécutive, utilise son expérience à la Wharton School pour l'analyse de portefeuille.

UBS hat angekündigt, dass sechs Finanzberater aus ihrem Pacific Desert Markt in die Liste der 1200 besten Finanzberater von Barron für 2025 aufgenommen wurden. Die anerkannten Berater umfassen drei aus Arizona (Steven Schultz #2, Stockton Schultz #20 und Brad Howell #24), zwei aus Honolulu (Matt Megorden #2 und Daniel Shiu #5) und einen aus La Jolla, CA (Braydon Hamilton).

Matt Megorden, der zum sechsten Mal in Folge ausgezeichnet wurde, ist auf wohlhabende Unternehmer und Technologieführungskräfte spezialisiert. Daniel Shiu, der zum ersten Mal auf der Liste steht, konzentriert sich auf die Beratung von Unternehmensinhabern. Das Vater-Sohn-Duo Steven (10. Auftritt) und Stockton Schultz (2. Auftritt) leitet die Schultz Group, während Brad Howell mit 22 Jahren Erfahrung Kunden mit über 2 Millionen Dollar an investierbaren Vermögenswerten betreut. Braydon Hamilton, der zum dritten Mal in Folge ausgezeichnet wurde, nutzt seinen Hintergrund an der Wharton School für die Portfolioanalyse.

Positive
  • Recognition of six top advisors enhances UBS's market reputation
  • Strong regional presence with top rankings (#2 positions in both Hawaii and Arizona)
  • Demonstrated consistency with multiple advisors receiving repeated recognition
Negative
  • None.

NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- UBS announced today that six financial advisors in the firm’s Pacific Desert Market, which includes parts of Southern California as well as Arizona and Hawaii, have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The UBS advisors named to the list include three advisors in Arizona: Steven Schultz, Stockton Schultz, and Brad Howell; two in Honolulu: Matt Megorden and Daniel Shiu; and Braydon Hamilton in La Jolla, CA. They are ranked nationally and by state in the listing.

“These advisors maintain deep industry knowledge and sincere passion for helping clients pursue their financial goals through custom-tailored financial advice,” said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA. “They deserve this outstanding Barron’s recognition for their professionalism and commitment to providing unparalleled client service. On behalf of our entire team, congratulations to each of them.”

Matt Megorden, CFP®, CIMA®, Private Wealth Advisor in the UBS Honolulu office, is ranked #2 in Hawaii; this is his sixth year in a row being recognized on the Barron’s list. Matt has built a successful business largely focused on high-net-worth entrepreneurs, as well as executives in the technology sector. He supports clients by organizing and managing finance and investment-related matters now and into the future. Every family is different, and Matt leverages UBS’s resources to meet his clients’ unique needs as their lives and families evolve.

Dan Shiu, CFP®, ChFC®, CRPS®, CEPA®, is Market Director for UBS in Hawaii and leads the Hawaii Ascendant Wealth Consultants UBS team in Honolulu. His experienced perspective and understanding of the complex opportunities and challenges that come at each stage of the business life cycle allow him to provide a consultative role with business owners. He advises them to strategically utilize profits to consistently invest and achieve long term goals. Although Dan has received recognition previously on Forbes lists, this is his first year on the Barron’s Top 1200 Financial Advisors list, and he is ranked at #5 in Hawaii.

Steven Schultz, ranked #2 in Arizona, and Stockton Schultz, ranked #20 in Arizona, comprise a father/son team leading the Schultz Group for UBS. This is Stockton’s second appearance on the Barron’s list, and Steven’s tenth. Both are advisors in the firm’s Phoenix office and have been recognized many times as industry leaders. Steven has been a financial advisor since 1981 and a portfolio manager since 2000, focused on helping clients with aspirations including education funding and structures for charitable giving. Stockton has more than 15 years of experience in wealth management, and advises clients through complex market cycles and pivotal life stages. Both are committed to delivering professional investment management and building personal relationships with clients.

Brad Howell, CLU®, ChFC®, CFP®, also based in the Phoenix office, ranks #24 in Arizona on the Barron’s top 1200 list, up 2 spots over last year. With over 22 years of industry experience, Brad is one of a small number of UBS Financial Advisors who have earned the designation of Managing Director-Wealth Management. He provides financial services and highly personalized wealth management advice, covering comprehensive financial planning for individuals, families, and companies with over $2 million in investable assets.

Braydon Hamilton, CFP®, CIMA®, is a Private Wealth Advisor in UBS’s La Jolla office and has been named to the Barron’s lists in 2023, 2024, and 2025, in addition to appearing multiple times on the Forbes Best-in-State Wealth Advisors list (2020-2024). As a Certified Financial Planner and Certified Investment Management Analyst, Braydon possesses strengths in financial planning and equity portfolio analysis. His 20+ years of experience, along with post-graduate work at the Wharton School of Business, enable him to assess a wide range of investment options to help clients build diversified portfolios customized to each of their unique financial plans.

The Barron’s 2025 Top 1200 Financial Advisors rankings are based on data provided by around 7,000 of the nation's most productive advisors. The rankings are based on a variety of factors, including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

For the full list and further information, please visit: www.barrons.com/advisor/report/top-financial-advisors.

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 5.7 trillion dollars of invested assets as per fourth 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

Direct: 508 829 2543

Mobile: 774 364 1440

https://www.ubs.com

Source: UBS

FAQ

How many UBS advisors from the Pacific Desert Market made Barron's Top 1200 list in 2025?

Six UBS financial advisors from the Pacific Desert Market were named to Barron's Top 1200 Financial Advisors list in 2025.

What rankings did UBS advisors achieve in Hawaii for Barron's 2025 list?

In Hawaii, UBS advisor Matt Megorden ranked #2 and Daniel Shiu ranked #5 on Barron's 2025 Top 1200 Financial Advisors list.

How did UBS's Schultz Group perform in Arizona's 2025 Barron's rankings?

The father-son Schultz Group achieved strong rankings in Arizona, with Steven Schultz at #2 and Stockton Schultz at #20.

What is the minimum investment requirement for Brad Howell's UBS clients?

Brad Howell provides wealth management services to clients with over $2 million in investable assets.
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