Top Wealth + Best-in-State · rank 5 · Los Angeles, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (Wise River Advisors) (high)
- “From our three locations in Los Angeles, Orange County and San Diego, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowme” — firm_official
- Parent company — UBS Group AG (high)
- “UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management” — firm_official
- Firm type — wirehouse (high)
- “Craig S. Chiate: CRD# 2785919, currently employed by and registered with UBS Financial Services Inc.” — sec_finra_regulatory
- Team name — Wise River Advisors (high)
- “From our three locations in Los Angeles, Orange County and San Diego, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowme” — firm_official
- Team size — 19 (medium)
- “Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation.” — firm_official
- CRD — 2785919 (high)
- “BrokerCheck Report CRAIG STEVE CHIATE” — sec_finra_regulatory
- Years experience — 30 (high)
- “He has worked in the financial services industry for 30 years and joined UBS in 2013 as a Managing Director in the Private Wealth Management Division.” — firm_official
- Designations — other:Family Office Consultant (FOC) (high)
- “In addition to our team's comprehensive investment and planning expertise, Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Offi” — firm_official
Book of business
- Team AUM ($M) — 8800 (high)
- “"Team Assets (Custodied)":"$8.8B"” — forbes_shook
- “$8.7 billion” — firm_official
- Account minimum ($M) — 10 (high)
- “"Minimum account size for new business":"$10M"” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “"Typical Net Worth of Relationships":"$20-200M"” — forbes_shook
- Client niche — ultra-affluent families, business owners pre/post-exit, athletes and entertainers (high)
- “Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best .” — firm_official
- “Our process takes you from the initial stages of exit or succession planning all the way through the transaction close.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “UBS offers a variety of investment advisory programs —including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives.” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/wise-river/ (high)
- “Wise River Advisors - Los Angeles, CA | UBS” — firm_official
- Value proposition (verbatim) — Many advisory teams attempt to be all things to all people. Our mission, however, is to provide a select group of investors with the independent thinking and exceptional service that significant wealth demands. (high)
- “Our approach Many advisory teams attempt to be all things to all people. Our mission, however, is to provide a select group of investors with the independent thinking and exceptional service that significant wealth deman” — firm_official
- Differentiators — 23 years together as a team, Four partners hold the UBS Family Office Consultant (FOC) designation, Institutional business solutions via UBS Family Office Solutions Group and global investment bank, Exit and succession planning process from planning through transaction close, Dedicated athlete and entertainer practice coordinated with agents and accountants (high)
- “Throughout our 23 years as a team, we have developed a sophisticated and comprehensive investment process that seeks to provide our clients with attractive after-tax, inflation-adjusted returns over time while minimizing” — firm_official
- “Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices.” — firm_official
- Content marketing — none (medium)
- “For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges.” — firm_official
- Has podcast — no (medium)
- “Craig resides in Calabasas, California with his wife Malka and their four sons Jack (27), Matthew (23), Brett (21) and Luke (20). Craig enjoys gardening, woodworking, and spending time with his family at their second hom” — firm_official
- Books published — 0 (medium)
- “Craig earned his BA degree in Economics from the University of California, Berkeley, where he graduated magna cum laude and Phi Beta Kappa.” — firm_official
- Linkedin url — https://www.linkedin.com/in/craig-chiate-ab52453 (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 100 Private Wealth Management Teams, 2021, 2022, 2023, Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 1,200 Financial Advisors, 2016-2025, LA500 2025 (Los Angeles Business Journal) (high)
- “Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023 The Barron's rating is awarded annually in April based on information from the prior year Q4. Barron’s Top 250 Private Wealth Management Teams, 2024, 202” — firm_official
- “LA500 2025: Craig Chiate” — professional_press
Visual brand
- Has distinct logo — no (high)
- “img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/wise-river/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red three-keys mark, white ground, neutral grays, clean sans-serif type. Aspirational lifestyle photography — mountain climbers at sunrise, three generations in an orchard, ocean swimmer, business owner outside a cafe. (high)
- “img src="mediahandler/media/662266/03_A leading global wealth manager_Mountain climbers on peak at sunrise.jpg"” — firm_official
