We know that moving firms is a big decision. Instead of telling you why to choose UBS, we asked recently joined advisors to share their stories candidly and in their own words. Their experiences offer a real look at what it means to make the move and why UBS became the right next step for them.
Why UBS

FA Compensation
You deserve a partnership that rewards impact and client excellence. Learn how UBS’s compensation model offers flexibility, transparency, and recognition.
Technology
Serving top clients takes insight and agility. UBS advisors use digital tools and analytics to personalize advice and run their business efficiently.


Strength & Stability
For advisors with exceptional clients, brand matters. UBS stands for stability, discretion, and global leadership. See how we support your client relationships.
Transition
Moving isn’t easy — but UBS makes it seamless. Our transition team handles every detail to keep clients and your business on track from day one.


ALFA
Advisor Legacy & Financial Advisor Retirement Program - legacy lasts. UBS ALFA helps protect your life’s work, reward your team, and keep clients in capable hands.
Your Path to UBS
Join
By joining UBS, you become part of a firm focused on driving wealth management in the US. We prioritize Financial Advisors as key to our success and see you at the helm of your business—not as a number.
Grow
Accelerate your growth by focusing on ultra high net worth and high net worth clients, supported by the robust resources you need.
Retire
You stand to benefit from our industry-leading program that rewards loyalty over time for the practice you spend years building.












