CNBC unveils Elite Advisors list: Top ultra-high net worth wealth management firms for 2026

Summary

CNBC's Robert Frank introduces the inaugural Elite Advisors list, recognizing 25 top independent financial advisory firms specializing in ultra-high-net-worth investors and family offices. The segment explains the selection methodology and highlights the industry's shift toward holistic, multigenerational planning over pure investment performance.

• CNBC releases the inaugural Elite Advisors list of 25 top independent advisory firms for ultra-high-net-worth clients (investable assets above $25 million).
• The list was developed in consultation with Ciruli and Acupoint Solutions, evaluating over 100 firms on services, client retention, regulatory records, and asset share from ultra-wealthy investors.
• Featured firms collectively manage over $2 trillion and range from a 103-year-old former family office to recent merger-formed practices.
• For ultra-wealthy clients, advisory focus is shifting to trust structures, tax planning, and philanthropy rather than chasing incremental investment performance.
• The ultra-wealthy segment is defined as clients with $25–30 million and above, while family offices serve those with $200 million or more.
• No specific investment products, asset classes, or market views are recommended; the list is a resource for investors seeking qualified advisors.