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<\/a><\/a>\nRecognition reflects HB Wealth\u2019s fee-only fiduciary approach to serving families with complex financial needs<\/i><\/b><\/p>
ATLANTA--(BUSINESS WIRE)--On June 22nd, 2026, HB Wealth was named to the inaugural CNBC Elite Advisors list<\/a>, recognizing 25 of the nation\u2019s leading wealth management firms serving high-net-worth and ultra-high-net-worth clients. Here is the full CNBC Elite Advisors list, which was released in alphabetical order:<\/p><\/a><\/a>
\nFirm Name<\/b><\/p><\/td> | \nLocation (Principal\n | \nAUM<\/b><\/p><\/td><\/tr>\n \nBailard<\/p><\/td> \nFoster City, California<\/p><\/td> \n$8.3B<\/p><\/td><\/tr>\n \nBallentine Partners<\/p><\/td> \nWaltham, Massachusetts<\/p><\/td> \n$15.2B<\/p><\/td><\/tr>\n \nBBR Partners<\/p><\/td> \nNew York, New York<\/p><\/td> \n$36.5B<\/p><\/td><\/tr>\n \nBrown Advisory<\/p><\/td> \nBaltimore, Maryland<\/p><\/td> \n$189B<\/p><\/td><\/tr>\n \nCallan Family Office<\/p><\/td> \nRadnor, Pennsylvania<\/p><\/td> \n$10.2B<\/p><\/td><\/tr>\n \nCambridge Associates<\/p><\/td> \nBoston, Massachusetts<\/p><\/td> \n$650B<\/p><\/td><\/tr>\n \nCorient<\/p><\/td> \nMiami, Florida<\/p><\/td> \n$500B<\/p><\/td><\/tr>\n \nCresset<\/p><\/td> \nChicago, Illinois<\/p><\/td> \n$250B<\/p><\/td><\/tr>\n \nEmpirical Wealth Management<\/p><\/td> \nSeattle, Washington<\/p><\/td> \n$10B<\/p><\/td><\/tr>\n \nFerguson Wellman Capital Management<\/p><\/td> \nPortland, Oregon<\/p><\/td> \n$10.6B<\/p><\/td><\/tr>\n \nGreycourt & Co.<\/p><\/td> \nPittsburgh, Pennsylvania<\/p><\/td> \n$26.1B<\/p><\/td><\/tr>\n \nHB Wealth<\/p><\/td> \nAtlanta, Georgia<\/p><\/td> \n$32B<\/p><\/td><\/tr>\n \nLNW<\/p><\/td> \nSeattle, Washington<\/p><\/td> \n$12.1B<\/p><\/td><\/tr>\n \nMercer Advisors<\/p><\/td> \nDenver, Colorado<\/p><\/td> \n$99B<\/p><\/td><\/tr>\n \nNewEdge Capital Group<\/p><\/td> \nPittsburgh, Pennsylvania<\/p><\/td> \n$105B<\/p><\/td><\/tr>\n \nOxford Financial Group<\/p><\/td> \nCarmel, Indiana<\/p><\/td> \n$23.3B<\/p><\/td><\/tr>\n \nPathstone<\/p><\/td> \nEnglewood, New Jersey<\/p><\/td> \n$110.3B<\/p><\/td><\/tr>\n \nPitcairn<\/p><\/td> \nConshohocken, Pennsylvania<\/p><\/td> \n$10B<\/p><\/td><\/tr>\n \nRWA Wealth Partners<\/p><\/td> \nBoston, Massachusetts<\/p><\/td> \n$19.4B<\/p><\/td><\/tr>\n \nSavant Wealth Management<\/p><\/td> \nRockford, Illinois<\/p><\/td> \n$52B<\/p><\/td><\/tr>\n \nSilvercrest Asset Management<\/p><\/td> \nNew York, New York<\/p><\/td> \n$35.7B<\/p><\/td><\/tr>\n \nTolleson Wealth Management<\/p><\/td> \nDallas, Texas<\/p><\/td> \n$9.2B<\/p><\/td><\/tr>\n \nWE Family Offices<\/p><\/td> \nMiami, Florida<\/p><\/td> \n$17.7B<\/p><\/td><\/tr>\n \nWellspring Family Office<\/p><\/td> \nCleveland, Ohio<\/p><\/td> \n$5.2B<\/p><\/td><\/tr>\n \nYale Capital Corporation<\/p><\/td> \nSt. Petersburg, Florida<\/p><\/td> \n$5.5B<\/p><\/td><\/tr>\n<\/table> \n\u201cWe are honored to be included on the inaugural CNBC Elite Advisors list,\u201d said Thomas Carroll, Chief Executive Officer of HB Wealth. \u201cUltra-high-net-worth families need more than portfolio management. They need a coordinated advisory team that understands the full complexity of their financial lives. As a fee-only fiduciary, we are compensated solely by our clients, which allows us to focus entirely on their best interests. Since our founding in 1989, HB Wealth has remained focused on putting clients first and helping families make confident decisions across generations.\u201d<\/p> \nThe CNBC Elite Advisors list evaluates firms that serve complex client needs, including investment management, tax and estate coordination, philanthropy, family governance, and private wealth services.<\/p> \nMethodology<\/b><\/p> \nCNBC uses data analysis and editorial review to compile the CNBC Elite Advisors list.<\/p> \nParticipating firms were evaluated through a comprehensive assessment that measured both scale and quality across several key areas, including organizational scalability, assets under management attributable to ultra-high-net-worth clients, breadth and sophistication of client services and investment strategies, firm credibility through professional certifications and industry recognition, and overall reputation, including client retention and tenure.<\/p> \nTo help develop the methodology and assess participating firms, 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 research and consulting organization focused on the asset and wealth management industries.<\/p> \nCNBC receives no compensation from placing financial advisory firms on its Elite Advisors list. Additionally, a firm\u2019s or advisor\u2019s appearance on the list does not constitute an individual endorsement by CNBC of any firm or advisor.<\/p> \nFor the full list, click here<\/a>.<\/p> \nAbout HB Wealth<\/b><\/p> \nFounded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country\u2019s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $32 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com<\/a>.<\/p> |