06/29/2026
๐ฆ๐ฎ๐๐ฎ๐ป๐ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ has been named to the ๐ถ๐ป๐ฎ๐๐ด๐๐ฟ๐ฎ๐น ๐๐ก๐๐ ๐๐น๐ถ๐๐ฒ ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐ ๐น๐ถ๐๐, recognizing 25 national wealth management firms that serve ultra-high net worth clients.
The list evaluates firms on their ability to serve clients with $25 million or more in investable assets, across investment management, tax and estate planning, philanthropy, and family governance.
Read more about the recognition here. ๐ https://hubs.ly/Q04mWZTQ0
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๐ฎ๐ฌ๐ฎ๐ฒ ๐๐ก๐๐ ๐๐น๐ถ๐๐ฒ ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐: The inaugural CNBC Elite Advisors list was published June 22, 2026, by CNBC. The time period is based on ADV data from 12/31/25. The list recognizes 25 investment advisors serving ultra-high net worth individuals and family offices, defined as clients with investable assets of $25 million or more. To help develop the methodology and assess participating firms, CNBC consulted with AccuPoint Solutions and Cerulli Associates. The list evaluates firms that serve complex client needs, including investment management, tax and estate coordination, philanthropy, family governance, and private wealth services. CNBC compiled the list based on firm-submitted data and a quantitative analysis of factors including UHNW assets, client services, and firm reputation. Participating firms were also subject to due diligence, including a review of regulatory disclosures in their Form ADV filings, according to CNBCโs methodology. CNBC accepts no payment for placement on the list. Savant did not pay a fee to be considered for or included on the CNBC Elite Advisors list.
CNBC surveyed more than 100 qualifying firms and consulted with AccuPoint Solutions, a wealth management data and research firm specializing in advisor intelligence and industry analytics, as well as Cerulli Associates, a leading research and consulting organization focused on the asset and wealth management industries. More information can be found about the methodology here: https://hubs.ly/Q04mX3wc0 Savant did not pay a fee to be considered for this ranking.
