Top Wealth + Best-in-State · rank 11 · Los Angeles, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “MARK NEIL BINDER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- “Mark N. Binder Managing Director–Wealth Management Financial Advisor” — firm_official
- Parent company — UBS Group AG (high)
- “MARK NEIL BINDER - Investment Adviser at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “MARK NEIL BINDER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — Wise River Advisors (high)
- “Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments and foundations.” — firm_official
- Team size — 35 (high)
- “The proof is in our numbers $8.7 billion Assets under management Over 20 Years in business as a team 35 person seasoned team” — firm_official
- CRD — 2451861 (high)
- “MARK NEIL BINDER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Years experience — 32 (high)
- “"daysInIndustryCalculatedDate": "3/28/1994"” — sec_finra_regulatory
- “Having worked in wealth management for over 30 years, Mark joined UBS Private Wealth Management as a Managing Director in 2013.” — firm_official
- Designations — other:Family Office Consultant (UBS FOC), other:MBA, Columbia Business School, other:CA Insurance License #0E24568 (high)
- “Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation.” — firm_official
- “CA Insurance License # 0E24568” — firm_official
Book of business
- Team AUM ($M) — 8800 (high)
- “Team Assets (Custodied): $8.8B” — forbes_shook
- “The proof is in our numbers $8.7 billion Assets under management” — firm_official
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 110 (high)
- “Typical Net Worth of Relationships: $20-200M” — forbes_shook
- Client niche — professional athletes and entertainers; ultra-affluent families and family offices (high)
- “The unique needs of athletes and entertainers 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
- “Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments and foundations.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “MARK NEIL BINDER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
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
- “Experience. Independence. Service. Private Wealth Management” — firm_official
- Differentiators — Selective, not all things to all people — independent thinking for significant wealth, 23 years together as a team across LA, Orange County and San Diego, Four Private Wealth Advisors hold the UBS Family Office Consultant designation, Dedicated athlete and entertainer practice coordinated with agents and accountants, Business-owner launch/grow/exit and succession planning process (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
- “They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families.” — firm_official
- Content marketing — occasional (medium)
- “Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings. As always, our team is ready to help you build a tax-smart plan that works for you all year long.” — firm_official
- Has podcast — no (medium)
- “Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “Mark lives in Newport Beach, CA with his wife, Lisa. He has three children, Jordan (29), Madison (27) and Bradford(24). Mark enjoys travel, fitness, and tennis.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (medium)
- “Insights Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings” — firm_official
- Press awards — Barron's Top 100 Private Wealth Management Teams, 2021, 2022, 2023, Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 1,200 Financial Advisors, 2016–2024, LA500 2025, Los Angeles Business Journal, Financial Times Top 400 Financial Advisers, 2015–2019 (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
- “Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://advisors.ubs.com/wise-river/media/321450/UBS_Logo_Semibold.svg (high)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — Standard UBS corporate template: white ground, UBS red three-key mark and accents, clean sans-serif type. Aspirational lifestyle photography — multigenerational family in an apple orchard, executives at windows, client-advisor meetings. (high)
- “src="mediahandler/dynamicmedia/662302/01_Turn possibilities into a plan_Three generations in apple orchard.jpg?width=692"” — firm_official
- “src="mediahandler/dynamicmedia/658710/18_Empower your investments. Connect your wealth._Clients with Advisor.jpg?width=692"” — firm_official
