Top Wealth + Best-in-State · rank 24 · New York, New York · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (UBS Private Wealth Management) (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "5/5/2006"” — sec_finra_regulatory
- “Harold D. Elish, CFP, CPWA” — firm_official
- Parent company — UBS Group AG (high)
- “Harold D. Elish, CFP, CPWA Managing Director–Wealth Management UBS Financial Services Inc. 1285 Avenue Of The Americas” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Value Added Partners (high)
- “Value Added Partners - New York, NY | UBS” — firm_official
- “Jacob joined Value Added Partners in 2023 and enjoys working with clients on all elements of their financial lives.” — firm_official
- Team size — 11 (medium)
- “<img class="pt-0 teammember-img" src="mediahandler/media/449627/Harold Elish2_289x273.jpg"” — firm_official
- CRD — 1072360 (high)
- “"basicInformation": {"individualId": 1072360, "firstName": "HAROLD", "middleName": "DAVID", "lastName": "ELISH", "otherNames": [], "bcScope": "Active", "iaScope": "Active"}” — sec_finra_regulatory
- Years experience — 43 (high)
- “"daysInIndustryCalculatedDateIAPD": "10/21/1982"” — sec_finra_regulatory
- “Harry joined UBS in 2006, but has been a financial advisor for 40 years.” — firm_official
- Designations — CFP, CPWA (high)
- “Harold D. Elish, CFP, CPWA” — firm_official
Book of business
- Team AUM ($M) — 3600 (high)
- “Team Assets (Custodied): $3.6B” — forbes_shook
- Account minimum ($M) — 4 (high)
- “Minimum Account Size for New Business: $4M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $5-15M” — forbes_shook
- Client niche — multigenerational families, with an explicit emerging-affluent/millennial next-gen segment (medium)
- “Ryan contributes his expertise in everything from the monitoring of client portfolios to providing financial education for the team's emerging affluent and millennial client base.” — firm_official
- “Corey Vita continues his discussion of how to initiate conversations about money & wealth with the next generation.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "iaSECNumber": "7163", "bdSECNumber": "16267"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/valueaddedpartners/ (high)
- “Value Added Partners - New York, NY | UBS” — firm_official
- Value proposition (verbatim) — It's not just your money; it's your future — A personalized, hands-on relationship. We will work with you to clarify where you want to go and discuss how best to get there. We know that it's your future, and we don't rest until we know that you're sleeping well. (high)
- “It's not just your money; it's your future” — firm_official
- “We live in a world where nothing stands still. The Internet gives us the tools to find virtually any fact that we need 24/7. When it comes to making financial decisions for our families, however, this wealth of informati” — firm_official
- Differentiators — A personalized, hands-on relationship, Resource for any matter that touches on your financial life, Structured planning process producing a comprehensive plan and customized investment strategies, Cuts through information overload to clarify where clients want to go, Tax-aware investing to keep portfolio tax bills as low as possible (high)
- “A personalized, hands-on relationship” — firm_official
- “We want to be your resource for any matter that touches on your financial life.” — firm_official
- Content marketing — active (high)
- “This quarter's newsletter highlights the growing risks of online scams and identity theft, along with practical steps you can take to better protect your personal information and financial accounts.” — firm_official
- “Our second newsletter of 2026 examines the evolution from floppy disks to LinkedIn feeds... see how financial advisor marketing has transformed over the decades & how our team is approaching it.” — firm_official
- Has podcast — no (medium)
- “Our latest webinar, a conversation with CIO of UBS Global Wealth Management, Ulrike Hoffmann-Burchardi” — firm_official
- Books published — 0 (medium)
- “When he can find the time, he reads historical novels and enjoys the cultural beat of New York City.” — firm_official
- Linkedin url — https://www.linkedin.com/in/harold-elish (high)
- “linkedin.com/in/harold-elish” — firm_official
- Social presence — linkedin_active (medium)
- “Our second newsletter of 2026 examines the evolution from floppy disks to LinkedIn feeds... see how financial advisor marketing has transformed over the decades & how our team is approaching it.” — firm_official
- Press awards — Barron's Top 100 Private Wealth Management Teams, 2022, Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 1,200 Financial Advisors, 2014, 2017-2025, Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 1,000 Financial Advisors, 2010 (high)
- “Barron’s Top 100 Private Wealth Management Teams, 2022” — firm_official
- “Barron’s Top 250 Private Wealth Management Teams, 2024, 2025, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisors.ubs.com/valueaddedpartners/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “” — firm_official
- “
- Visual brand notes — Standard UBS corporate template: red three-keys wordmark, white ground, clean sans-serif type. Studio headshots on grey plus stock lifestyle/office photography for newsletters. No team-specific palette or mark. (high)
- “” — firm_official
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