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CNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026
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- The richest U.S. households have financial needs different from those of the average investor and, as such, seek out financial advisors who specialize in managing this echelon of wealth.
- What truly defines advisors who serve the extremely wealthy is their expertise in managing complex financial and relationship dynamics, often across multiple generations of a family, experts said.
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The richest U.S. households have financial needs different from those of the average investor and, as such, seek out financial advisors who specialize in managing this echelon of wealth.
The inaugural CNBC Elite Advisors list recognizes 25 of the nation's leading investment advisors serving ultra-high net worth individuals and family offices, selected for their expertise in advising clients with investable assets of $25 million or more.
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