PHILADELPHIA, PA — UBS said multiple advisors and consulting teams in its Southeast wealth management division received placements in Barron’s 2026 advisor rankings, as large financial firms continue competing for affluent clients and institutional assets through nationally recognized advisory practices.
The rankings included recognition across Barron’s Top 100 Financial Advisors, Top 100 Institutional Consulting Teams, and Top 250 Private Wealth Management Teams lists.
The awards reflect the growing importance of scale, assets under management, and institutional advisory capabilities in the increasingly competitive U.S. wealth management sector, where firms are investing heavily in advisor recruitment and client retention.
Greg Cash and Mitchell Wickham of Wickham Cash Partners in Charlotte, North Carolina, were named to Barron’s Top 100 Financial Advisors list for the sixth consecutive year.
UBS teams recognized in Barron’s Top 100 Institutional Consulting Teams ranking included Princeton/Park Avenue Investment Consulting in Princeton, New Jersey; Capitol Group Institutional Consulting in Washington, D.C.; and UBS Institutional Consulting – Atlanta.
Barron’s Top 250 Private Wealth Management Teams list included Wickham Cash Partners, Constellation Wealth Management in Hallandale, Florida, BV Group in Boca Raton, Florida, LongBernstein Wealth Management in Philadelphia and Dallas, and OakRing Wealth Partners in Alpharetta, Georgia.
Barron’s said the rankings are based on factors including revenue generated for firms, assets under management, quality of practice, and regulatory records.
The publication also noted that eligibility is determined through quantitative criteria and is not necessarily indicative of investment advice quality.
UBS’s Southeast wealth management region is led by Regional Director Julie Fox.
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