CNBC Elite Advisors recognizes wealth management firms serving high net worth and UHNW clients.

Morgan Stanley reported a record $148 billion in net new assets, a 150% increase from the same period a year ago.

Most registered investment advisors say they serve wealthy clients. The CNBC Elite Advisors list aims to help ultra-high net worth investors narrow the field.

Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory ...

Elite advisor teams overseeing a combined $5.9 billion in client assets moved their businesses onto Sanctuary Wealth's ...

OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has ...

Mesirow, an independent, employee-owned financial services firm, today announced that Mesirow Wealth Advisor Brian J. Lorber, CFP®, has been named Advisor of the Year (Regional – Midwest) at the 2026 ...

Recognition follows another year of momentum and continued commitment to client-centered wealth managementBOSTON, July 16, 2026 (GLOBE NEWSWIRE) -- Crestwood Advisors (“Crestwood”), a boutique ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

Recruiters now focus on clarity and strategy as advisors face an abundance of information about career options ...

The addition of the firm is OneDigital’s 23rd acquisition in five years and expands its presence in the mid-Atlantic region.