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In the News

Firm Breaks Away From UBS to Start $850M Indie RIA

Posted by Wendy Leung

September 8, 2021
By Jeff Berman

An eight-person, Harrison, New York-based advisory firm with $850 million in assets under management has broken away from UBS to become an independent RIA.

UBS-affiliated Mitchell WealthCare has changed its name to Next Level Private after going its own way. The firm offers a full range of financial services including goals-based planning, fiduciary advice and financial advocacy, it said Tuesday. Custodial services are being provided by Pershing.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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