Six UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List
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.
- 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
- None.
“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
Matt Megorden, CFP®, CIMA®, Private Wealth Advisor in the UBS Honolulu office, is ranked #2 in
Dan Shiu, CFP®, ChFC®, CRPS®, CEPA®, is Market Director for UBS in
Steven Schultz, ranked #2 in
Brad Howell, CLU®, ChFC®, CFP®, also based in the
Braydon Hamilton, CFP®, CIMA®, is a Private Wealth Advisor in UBS’s
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
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