{"id":893429,"date":"2025-10-07T14:25:10","date_gmt":"2025-10-07T18:25:10","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\/"},"modified":"2025-10-07T14:25:10","modified_gmt":"2025-10-07T18:25:10","slug":"ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\/","title":{"rendered":"UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams<\/b><\/p>\n<p>LOS ANGELES &amp; SAN DIEGO&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Global Wealth Management US announced today that <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fwise-river%2F&amp;esheet=54335450&amp;newsitemid=20251007064773&amp;lan=en-US&amp;anchor=Wise+River+Advisors&amp;index=1&amp;md5=909345d42e7d6f688cb2165500004770\">Wise River Advisors<\/a>, an advisor team based in the firm\u2019s Los Angeles office, has been named to the Barron\u2019s Top 250 Private Wealth Management Teams list for 2025. Wise River Advisors ranked #41 on this year\u2019s list.<\/p>\n<p>\nWith advisors in Los Angeles, Orange County, San Diego 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.<\/p>\n<p>\nIn addition to providing comprehensive investment and planning expertise, team leads Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown are among a select group of Private Wealth Advisors who have earned the Family Office Consultant business designation at UBS. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.<\/p>\n<p>\n\u201cThe entire Wise River Advisors team continues to set the standard for excellence in private wealth management, and we are proud to see their long-standing dedication and true talent recognized again by Barron\u2019s,\u201d says Kate Daniels, Market Director for Los Angeles, CA Private Wealth Management at UBS. \u201cThis achievement reflects their deep commitment to serving ultra-high net worth clients with precision, foresight and integrity. The team\u2019s ability to deliver tailored strategies and exceptional service is a testament to their professionalism and the trust they\u2019ve earned over decades of dedicated work.\u201d<\/p>\n<p>\n\u201cCongratulations to Wise River Advisors on once again earning a place among Barron\u2019s Top 250 Private Wealth Management Teams,\u201d says Justin Frame, Managing Director and Market Executive for the UBS Pacific Desert Market. \u201cFor over two decades, this team has exemplified what it means to deliver thoughtful, risk-aware investment strategies tailored to the needs of ultra-high net worth clients. We\u2019re proud to celebrate this terrific achievement alongside them.\u201d<\/p>\n<p>\nThe Barron\u2019s 2025 Top 250 Private Wealth Management Teams annual ranking of wealth advisory teams that specialize in serving individuals and families is designed<b \/>to shine a spotlight on the nation\u2019s best wealth managers and raise standards in the industry. Teams are ranked on a variety of factors, including size and shape, their regulatory records and credentials of members, and resources they have at their disposal to serve their client bases.<\/p>\n<p>\nFor more information and to view the full Barron\u2019s list, please visit : <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth%2F2025%3Fpage%3D1%26mod%3Dfaranking_2025&amp;esheet=54335450&amp;newsitemid=20251007064773&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth%2F2025%3Fpage%3D1%26amp%3Bmod%3Dfaranking_2025&amp;index=2&amp;md5=f85d327d8f6335a3a0ddc24e391cabea\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/private-wealth\/2025?page=1&amp;mod=faranking_2025<\/a><\/p>\n<p><b>Notes to Editors: <\/b>Photos available upon request<\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54335450&amp;newsitemid=20251007064773&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=cc53caa51dc98076e07b4ddfe040afd1\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251007064773r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20251007064773\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20251007064773\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Hilary McCarthy<br \/>\n<br \/>774-364-1440<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:hilary@clearpointagency.com\">hilary@clearpointagency.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> California United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20251007064773\/en\/2602602\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams LOS ANGELES &amp; SAN DIEGO&#8211;(BUSINESS WIRE)&#8211; UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm\u2019s Los Angeles office, has been named to the Barron\u2019s Top 250 Private Wealth Management Teams list for 2025. Wise River Advisors ranked #41 on this year\u2019s list. With advisors in Los Angeles, Orange County, San Diego 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 &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-893429","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams LOS ANGELES &amp; SAN DIEGO&#8211;(BUSINESS WIRE)&#8211; UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm\u2019s Los Angeles office, has been named to the Barron\u2019s Top 250 Private Wealth Management Teams list for 2025. Wise River Advisors ranked #41 on this year\u2019s list. With advisors in Los Angeles, Orange County, San Diego 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 &hellip; Continue reading &quot;UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-07T18:25:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251007064773r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams\",\"datePublished\":\"2025-10-07T18:25:10+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\\\/\"},\"wordCount\":655,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20251007064773r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-wise-river-advisors-named-to-barrons-top-250-private-wealth-management-teams\\\/\",\"name\":\"UBS Advisor Team Wise River Advisors Named to Barron\u2019s Top 250 Private Wealth Management Teams - 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Wise River Advisors ranked #41 on this year\u2019s list. With advisors in Los Angeles, Orange County, San Diego and beyond, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments, and foundations. 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