Top Wealth + Best-in-State · rank 30 · New York, New York · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Ridge Crest Investment Partners is a team within UBS Private Wealth Management division that serves family office and ultra high net worth clients.” — firm_official
- “RUSSELL ANTHONY RABITO” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.” — firm_official
- Firm type — wirehouse (high)
- “Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.” — firm_official
- Team name — Ridge Crest Investment Partners (high)
- “Russ is a co-founder of Ridge Crest Investment Partners.” — firm_official
- Team size — 26 (medium)
- “Russell A. Rabito, FOC, CPM” — firm_official
- CRD — 845812 (high)
- “RUSSELL ANTHONY RABITO” — sec_finra_regulatory
- Years experience — 49 (high)
- “He started his career in the financial services industry in 1977 as a Financial Advisor with Merrill Lynch.” — firm_official
- Designations — other:FOC (UBS Family Office Consultant), other:CPM (Certified Portfolio Manager) (high)
- “Russell A. Rabito, FOC, CPM” — firm_official
- “Certified Portfolio Manager®” — firm_official
Book of business
- Team AUM ($M) — 12100 (high)
- “Team Assets (Custodied): "$12.1B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: "$5M"” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “Typical Net Worth of Relationships: "$5-25M"” — forbes_shook
- Client niche — single family offices, startup founders/early employees, and multi-generational UHNW families (high)
- “Our clients include single family offices, founders and early employees at start ups, corporate executives, hedge fund and private equity professionals, families with multi-generational wealth, and select institutional i” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/ridgecrest/ (high)
- “Ridge Crest Investment Partners is a team within UBS Private Wealth Management division that serves family office and ultra high net worth clients.” — firm_official
- Value proposition (verbatim) — The Ridge Crest mission is to serve at the core of our clients' financial lives, to provide expertise, organization, and thoughtful advice, and to be a good steward of capital for generations. (high)
- “For all clients, we seek to anticipate needs and opportunities, and to bring security and clarity to move confidently in an ever-changing world. The Ridge Crest mission is to serve at the core of our clients’ financial l” — firm_official
- Differentiators — UBS Family Office Consultant (FOC) designation held by only a select number of UBS teams, Data-driven investment approach integrated with tax and estate planning, Functions as an outsourced multi-family office, or extension of a single family office team, High touch, responsive service, In-house senior portfolio managers running proprietary equity strategies (high)
- “Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly speci” — firm_official
- “Ridge Crest leads a data-driven investment approach integrated with thoughtful tax and estate planning strategies, all delivered with high touch, responsive service. Our goal is to ensure capital is employed efficiently ” — firm_official
- Content marketing — none (medium)
- “Many of our clients have corporate and non-profit relationships that can benefit from our fact-based approach, data-driven decision-making and personalized service. Speak with us to learn more about how our team can put ” — firm_official
- Has podcast — no (medium)
- “He also serves on the UBS Portfolio Management Council, an editorial advisory group for wealth management research.” — firm_official
- Books published — 0 (medium)
- “Professional achievements and education B.A. in Economics from Rutgers University Henry Rutgers Scholar in Economics Executive Finance Program, NYU Stern School of Business” — firm_official
- Linkedin url — https://www.linkedin.com/in/russell-rabito-8744336b/ (medium)
- “Russell Rabito - Private Wealth Advisor | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 100 Financial Advisors, 2018–2026, 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 50 Private Wealth Management Teams, 2019, Barron's Top 1,500 Financial Advisors, 2026 (high)
- “Barron's Top 100 Financial Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026” — firm_official
- “Barron’s Top 50 Private Wealth Management Teams, 2019” — firm_official
Visual brand
- Has distinct logo — no (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/ridgecrest/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: white ground, UBS red keyline icons (money, globe, mountain peak), Frutiger-style sans, stock photography of skyline reflections, families and entrepreneurs. (high)
- “src="mediahandler/media/453487/Mountain_ peak_ top-red.svg"” — firm_official
