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CNBC Elite Advisors

CNBC’s Elite Advisors list recognizes 25 of the country’s top investment advisors for ultra-high-net-worth investors and family offices, chosen for their expertise in serving clients with investible assets of $25 million or more.

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Skip NavigationJoin ICJoin ProLivestreamMenuCNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026

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

How we determined the CNBC Elite Advisors list for 2026How we determined the CNBC Elite Advisors list for 20262 hours agoThe new arms race in wealth management: Winning the ultra-wealthyThe new arms race in wealth management: Winning the ultra-wealthy2 hours agoRetirement 'underspending' is risky, advisor says. Here's whyRetirement ‘underspending’ is risky, advisor says. Here’s whyMon, Jun 8th 2026Asia’s rich fear losing the family fortune — but many still have no succession plans, survey showsAsia’s rich fear losing the family fortune — but many still have no succession plans, survey showsThu, May 28th 2026Older women may inherit most of $54 trillion in spousal ‘great wealth transfer’Older women may inherit most of $54 trillion in spousal ‘great wealth transfer’Sat, Mar 14th 2026Fraud cost older adults up to $81.5 billion in 2024 — more lost at least $100,000Fraud cost older adults up to $81.5 billion in 2024 — more lost at least $100,000Sat, Dec 13th 2025

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A global wealth boom is fueling a rise in family office impostersLee Ying ShanTue, Apr 28th 2026Almost half of Americans don’t have a financial plan. Taking this step can change thatLorie KonishThu, Sep 25th 2025Asking one key question can help you to know who to trust with financial adviceAnnie NovaWed, Sep 24th 2025These are the red flags to watch out for when picking a financial advisor, experts sayJessica DicklerMon, Sep 22nd 2025

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