Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
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Source: Business Wire
ORANGE COUNTY, Calif. & LOS ANGELES--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Wise River Advisors, a Private Wealth Team in the firm’s Los Angeles, California office, has been named to Forbes America’s Top Private Wealth Management Teams list for 2025. Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.With advisors in Los Angeles, Orange County and beyond, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments, and foundations. Throughout its 20+ years as a team, it has offered comprehensive investment advice to help high net worth clients address unique, complex financial needs and goals.The Wise River Advisors team includes: Financial Advisors Mark Binder, Craig Chiate, Barry Porter, James Axelson, Jeffery Hamilton, Timothy Bremner, David Mandel, Glenn Oratz, Scott Brown, Russell Pric
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News
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UBS
Earnings
- 10/30/25 - Beat
UBS
Sec Filings
- 11/13/25 - Form 13F-HR
- 11/6/25 - Form 6-K
- 11/5/25 - Form 6-K
- UBS's page on the SEC website