UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
UBS's Matthews Group, a 19-member advisor team based in Bellevue, has achieved dual recognition on Forbes' prestigious lists: America's Top Wealth Management Teams – Private Wealth 2024 and Best-In-State Wealth Management Teams 2025. The team, managing over $3 billion in client investable assets, specializes in providing comprehensive financial advice to ultra-high net worth individuals, business owners, entrepreneurs, and multi-generational families.
The team's recognition is based on SHOOK Research's algorithm evaluating qualitative and quantitative metrics, including revenue trends, assets under management, and compliance records. The Forbes Best-In-State list features over 5,300 teams managing $7 trillion in assets, while the Top Wealth Management Teams Private Wealth list showcases 100 teams overseeing nearly $1.2 trillion.
Il Matthews Group di UBS, un team di 19 consulenti con sede a Bellevue, ha ottenuto un doppio riconoscimento nelle prestigiose liste di Forbes: le Migliori Squadre di Gestione Patrimoniale d'America – Private Wealth 2024 e le Migliori Squadre di Gestione Patrimoniale per Stato 2025. Il team, che gestisce oltre 3 miliardi di dollari in beni investibili dei clienti, si specializza nel fornire consulenze finanziarie complete a individui con un patrimonio ultra elevato, proprietari di aziende, imprenditori e famiglie multi-generazionali.
Il riconoscimento del team si basa sull'algoritmo di SHOOK Research che valuta metriche qualitative e quantitative, inclusi i trend di fatturato, gli attivi gestiti e i registri di conformità. La lista Forbes Best-In-State presenta oltre 5.300 team che gestiscono 7 trilioni di dollari in attivi, mentre la lista delle Top Wealth Management Teams Private Wealth mette in evidenza 100 team che supervisionano quasi 1,2 trilioni di dollari.
El Grupo Matthews de UBS, un equipo de 19 asesores con sede en Bellevue, ha logrado un doble reconocimiento en las prestigiosas listas de Forbes: los Mejores Equipos de Gestión de Patrimonio de América – Private Wealth 2024 y los Mejores Equipos de Gestión de Patrimonio por Estado 2025. El equipo, que gestiona más de 3 mil millones de dólares en activos invertibles de clientes, se especializa en brindar asesoramiento financiero integral a individuos con un patrimonio ultra alto, propietarios de negocios, emprendedores y familias multigeneracionales.
El reconocimiento del equipo se basa en el algoritmo de SHOOK Research que evalúa métricas cualitativas y cuantitativas, incluyendo tendencias de ingresos, activos bajo gestión y registros de cumplimiento. La lista Forbes Best-In-State presenta más de 5,300 equipos que gestionan 7 billones de dólares en activos, mientras que la lista de los Mejores Equipos de Gestión de Patrimonio Private Wealth destaca a 100 equipos que supervisan casi 1.2 billones de dólares.
UBS의 매튜스 그룹, 벨뷰에 본사를 둔 19명의 어드바이저 팀은 포브스의 권위 있는 목록에서 이중으로 인정받았습니다: 미국 최고의 자산 관리 팀 – 개인 자산 2024 및 주별 최고의 자산 관리 팀 2025. 이 팀은 30억 달러 이상의 고객 투자 자산을 관리하며, 초고액 자산 보유자, 사업주, 기업가 및 다세대 가족에게 포괄적인 재무 조언을 제공하는 데 전문화되어 있습니다.
팀의 인정은 수익 추세, 관리 자산 및 준수 기록을 포함한 정량적 및 정성적 지표를 평가하는 SHOOK Research의 알고리즘을 기반으로 합니다. 포브스 Best-In-State 목록에는 7조 달러의 자산을 관리하는 5,300개 이상의 팀이 포함되어 있으며, 최고의 자산 관리 팀 개인 자산 목록에는 거의 1.2조 달러를 감독하는 100개 팀이 소개됩니다.
Le Groupe Matthews de UBS, une équipe de conseillers de 19 membres basée à Bellevue, a obtenu une double reconnaissance dans les prestigieuses listes de Forbes : les Meilleures Équipes de Gestion de Patrimoine d'Amérique – Private Wealth 2024 et les Meilleures Équipes de Gestion de Patrimoine par État 2025. L'équipe, qui gère plus de 3 milliards de dollars d'actifs investissables pour ses clients, est spécialisée dans la fourniture de conseils financiers complets aux individus ultra-riches, aux propriétaires d'entreprises, aux entrepreneurs et aux familles multigénérationnelles.
La reconnaissance de l'équipe est basée sur l'algorithme de SHOOK Research qui évalue des métriques qualitatives et quantitatives, y compris les tendances de revenus, les actifs sous gestion et les dossiers de conformité. La liste Forbes Best-In-State présente plus de 5 300 équipes gérant 7 billions de dollars d'actifs, tandis que la liste des Meilleures Équipes de Gestion de Patrimoine Private Wealth met en avant 100 équipes supervisant près de 1,2 billion de dollars.
Die Matthews Gruppe von UBS, ein 19-köpfiges Beratungsteam mit Sitz in Bellevue, hat doppelte Anerkennung in den renommierten Listen von Forbes erhalten: die besten Vermögensverwaltungsteams Amerikas – Private Wealth 2024 und die besten Vermögensverwaltungsteams des Bundesstaates 2025. Das Team verwaltet über 3 Milliarden Dollar an investierbaren Vermögenswerten von Kunden und hat sich auf die Bereitstellung umfassender Finanzberatung für ultra-hohe Vermögenswerte, Geschäftsinhaber, Unternehmer und multigenerationale Familien spezialisiert.
Die Anerkennung des Teams basiert auf dem Algorithmus von SHOOK Research, der qualitative und quantitative Kennzahlen bewertet, darunter Umsatztrends, verwaltete Vermögenswerte und Compliance-Aufzeichnungen. Die Forbes Best-In-State-Liste umfasst über 5.300 Teams, die 7 Billionen Dollar an Vermögenswerten verwalten, während die Liste der Top Wealth Management Teams Private Wealth 100 Teams zeigt, die fast 1,2 Billionen Dollar verwalten.
- Team manages substantial $3 billion in client investable assets
- Dual recognition in prestigious Forbes wealth management rankings
- Part of elite group managing $1.2 trillion in combined assets (Top 100 Private Wealth teams)
- None.
The 19-member team, led by Michael Matthews, Tyler Matthews, Melanie Matthews, Kathryn Sciba, Tanner Peelen, Kim Muska, Mandy Ho, Shawn Meeks, Renee Hawkes and Mike Bockner, have been entrusted with over
“It is my pleasure to work with such an incredible group of professionals, and I am proud to see them recognized for their dedication to clients,” said Robert Giordano, Pacific Northwest Market Executive at UBS. “Clients rely on the team’s advice for a host of financial needs. They work closely together to offer the intimate and personal service you would expect from such a top-level team.”
The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative data, including revenue trends, assets under management and compliance records. The Forbes Best-In-State Wealth Management Teams 2025 list features more than 5,300 teams with cumulative assets of
For the full Best-In-State Wealth Management Teams list, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
For the full Top Wealth Management Teams Private Wealth list, visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© 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:
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Source: UBS
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