UBS’s Schultz Group in Phoenix Earns Spot on Barron’s 2025 Top 250 Private Wealth Teams—A Standout With $2.7B in Assets
Barron’s Honors Schultz Group as Only Phoenix-Based Team on 2025 Top 250 List
The Schultz Group, part of UBS’s Phoenix office, has been named to Barron's 2025 Top 250 Private Wealth Management Teams—a distinction that not only highlights the team’s consistent performance, but also positions them as the only Phoenix-based advisors on this prestigious national ranking. This accomplishment speaks to their local leadership and ongoing commitment to clients navigating increasingly complex financial landscapes.
Over Four Decades of Client Commitment, $2.7B in Assets Managed
With an impressive $2.7 billion in assets under management and a legacy that stretches across 42 consecutive years, The Schultz Group has built deep, multigenerational relationships with clients in Arizona and beyond. Led by Steven L. Schultz—who has served as a financial advisor since 1981—the group has proven itself a pillar of consistency in wealth management, balancing time-tested investment strategies with modern solutions tailored to clients’ evolving needs.
Recognition Across Multiple Industry Benchmarks
The group’s Barron's recognition adds to a notable track record. Steven Schultz himself has appeared on Barron's Top 1,200 Financial Advisors (2015-2025) and Forbes America’s Top Wealth Advisors (2020-2025), while Stockton M. Schultz—who brings more than 15 years’ experience—holds both the UBS Athletes and Entertainers Consultant designation and has landed on several next-gen advisor lists. Justin M. Low rounds out the senior trio with Forbes and Financial Planning honors of his own, reflecting a multi-generational approach to advice and leadership within the team.
| Advisor | Years in Industry | Key Awards (2020-2025) |
|---|---|---|
| Steven L. Schultz | 43 | Barron's Top 1,200 Advisors, Forbes Top Wealth Advisors, Best-in-State |
| Stockton M. Schultz | 15+ | Forbes Next-Gen Advisors, Barron's Top 1,200, Best-in-State, FP 40 Under 40 |
| Justin M. Low | 16 | Forbes Best-in-State, Forbes Next-Gen |
Local and National Distinction: Setting the Standard in Arizona
The Schultz Group’s distinction is underscored by its ranking as the #1 Wealth Management Team in Arizona by Forbes in both 2023 and 2025. The team's consistency—evidenced by accolades from both Barron's and Forbes—demonstrates an ability to adapt and excel across changing market environments, while never losing sight of personal relationships and service quality.
What This Means for UBS and Clients
UBS continues to position itself as a leading global wealth manager with over $6.1 trillion in invested assets as of Q4 2024. The recognition of the Schultz Group reinforces UBS’s brand promise—delivering personalized advice at scale—especially in high-growth regions like Phoenix. For clients, the award signals a trusted partnership backed by decades of stability and recognized industry expertise.
Takeaway: Legacy, Expertise, and Recognition Drive Client Confidence
For investors seeking long-term stability and high-touch guidance, the story behind UBS’s Schultz Group offers an instructive look at what consistent service, proven expertise, and sustained industry recognition can deliver. Their latest award serves as both a milestone and a reminder: deep relationships and ongoing innovation continue to distinguish the nation’s leading wealth advisors—and, by extension, the clients they serve.
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