While we’re honored by this award from J.D. Power, we’re most proud that it aligns with our commitment: putting clients first. We consistently strive to stay focused on our clients’ needs. That’s why we’re especially honored by this distinction.

The study measures overall investor satisfaction with full-service investment firms in seven factors:

  • Trust
  • People
  • Products and services
  • Value for fees
  • Convenience (ability to manage wealth how and when I want)
  • Problem resolution
  • Digital channels

UBS received the highest score in the J.D. Power 2022 U.S. Full-Service Investor Satisfaction Study of investors’ satisfaction with full-service investment firms. The study was conducted between November 2021 and January 2022 and is based on responses from 4,396 investors who make investment decisions with a financial advisor. Eighteen firms receiving 100 or more completed surveys were eligible to be included in the ranking. Visit jdpower.com/awards for more details. J.D. Power rankings may not be representative of any one client’s experience because it reflects an average of the overall sample and represents only a small percentage of the total number of UBS clients. The ranking is not indicative of future performance. The J.D. Power 2022 U.S. Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.

Media releases

* Barron’s "Top 1,200 Advisors: State-by-State," as identified by Barron’s magazine (2/24/2014), using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

**Top 35 Under 35 is a UBS internal recognition based on age, production statistics and compliance history.

†Accolades are independently determined and awarded by their respective publications. For more information on a particular rating, visit their corresponding website. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more.

Fully applied; Basel III common equity Tier 1 (CET1) ratio equals Swiss SRB Basel III CET1 ratio for systemically relevant banks. UBS and CS—BIS Basel III framework came into effect on 1.1.13; for other banks, ratios shown represent pro-forma Basel III estimates as disclosed by the companies.

‡Registered Rep Top 100 Wirehouse Advisors is based on assets under management.

Expiration: 9/30/22 Approval date: 9/16/2021 Review Code: IS2104992