CNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026
CNBC has released its first Elite Advisors list featuring 25 leading investment firms for ultra-high-net-worth individuals and family offices. The list targets firms serving clients with at least $25 million in investable assets. Selected advisors are recognized for managing complex financial, business, and personal decisions beyond basic investments.
What changed
CNBC launched its inaugural 2026 list of top wealth management firms for ultra-high-net-worth clients.
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CNBC Announces Inaugural Elite Advisors List for 2026
confidence 100%CNBC has released its first Elite Advisors list featuring 25 leading investment firms for ultra-high-net-worth individuals and family offices. The list targets firms serving clients with at least $25 million in investable assets. Selected advisors are recognized for managing complex financial, business, and personal decisions beyond basic investments.
What's confirmed:
- The inaugural CNBC Elite Advisors list recognizes 25 leading investment advisors serving ultra-high-net-worth individuals and family offices.
- Firms on the list serve clients with investable assets of at least $25 million.
- The list was announced on June 22, 2026.
- Ballentine Partners, HB Wealth, Pitcairn, and Callan Family Office are named to the list.
Still unconfirmed:
- The 25 firms are headquartered across 15 states and manage approximately $2.1 trillion in assets.
- The ultra-high-net-worth community grew to roughly 442,000 households holding $22.5 trillion in investable assets by 2024.