CNBC’s 2026 Elite Advisors: 25 firms steering America’s ultra-wealthy through complex wealth management
CNBC’s 2026 Elite Advisors list spotlights 25 top wealth-management firms serving ultra-high-net-worth individuals and family offices with investable assets around $25 million+, collectively managing about $2.1 trillion. These advisors provide far more than portfolio management—tax, estate and trust planning, philanthropy, governance and cross-generational services—often coordinating with outside specialists, and with varying minimums and typical AUM fees around 0.54% plus potential add-ons. CNBC emphasizes the selection was data-driven and not paid for placements.