$7 trn
UBS Group invested assets
As of 12/31/2025
At the D’Aiutolo Malcolm & Associates Investment Consulting Group, we believe our extensive experience is a key reason for why corporate sponsors of 401(k) defined contribution plans choose us to help guide them through the challenges of today’s changing retirement plan landscape. We are professionals who truly understand the retirement industry and care about the needs of plan sponsors and their participants.
We are passionate about participant education. One of our core principles is to simplify retirement planning for workplace Americans while making financial independence achievable.
Our multidisciplinary team also provides personalized wealth management services to high net worth individuals and their families, with a focus on planning for all of life’s transitions. Whatever your needs, we’ll help you with the financial guidance and resources you need to make confident decisions about your financial future.
Forbes Best-in-State Wealth Management Teams, 2025
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
NAPA Top DC Advisor Teams, 2021, 2022, and 2024
The NAPA rating is awarded annually in March based on information from December of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
PLANADVISER Top Retirement Plan Advisers, 2013, 2016, 2018, 2019, 2021, 2022, 2023, 2024, 2025
The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
PLANADVISER Top Retirement Plan Advisers, 2013, 2016, 2018, 2019, 2021, 2022, 2023, 2024, 2025
The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
With increasing governance demands placed on fiduciaries, retirement plan sponsors need advice from professionals who can help them navigate the unique challenges they face.
Acting as your Retirement Plan Consultant, our goal is simplify the complexity of your defined contribution plan while helping you serve the best interests of your participants and their beneficiaries. We’ll continuously collaborate with you in a fully documented and measurable process designed to keep your plan responsible and effective.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
A plan of action to guide you forward
In order to manage your wealth, we need to get to know you. This means sitting down with you and listening as you explain your vision of what the future may hold for you and your family. Together with you, we’ll discover where your priorities lie and create a long-term plan of action that will help guide you forward.
Our comprehensive wealth planning addresses the financial goals and needs of affluent individuals and their families, helping them preserve the wealth they’ve earned while navigating life’s transitions.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
