Top Wealth Management Firms for 2026 Revealed
CNBC has released its inaugural Elite Advisors list, highlighting 25 top wealth management firms catering to ultra-high net worth clients. The firms on the list average 31 years in business, reflecting a mix of established players and newer entrants, with the oldest founded in 1923 and the newest in 2023. As the wealth of the ultra-wealthy continues to grow, these firms are increasingly focused on providing comprehensive services, including tax, estate, and philanthropic planning.
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