On June 22, 2026, CNBC released its inaugural “Elite Advisor” list of the top ultra-high net worth wealth management firms for 2026. HB Wealth was one of the firms selected by CNBC as an Elite Advisor with offices in Charlotte, North Carolina. Here is the full list of CNBC Elite Advisors with offices in Charlotte:
CNBC Elite Advisors with Offices in Charlotte*
| Firm Name | Charlotte Address | Principal Location | AUM |
| HB Wealth | 1942 East Seventh Street, Suite 450, Charlotte, NC 28204 | Atlanta, GA | $32B |
| Corient | 4201 Congress St #240, Charlotte, NC 28209 | Miami, FL | $500B |
| Cresset | 4525 Sharon Road, Suite 250, Charlotte, NC 28211 | Chicago, IL | $250B |
| Brown Advisory | 1616 Camden Rd #200, Charlotte, NC 28203 | Baltimore, MD | $189B |
| Callan Family Office | 6000 Fairview Rd, Suite 1200, Charlotte, NC 28210 | Radnor, PA | $10.2B |
*Information based on a review of Form ADVs as of 9/29/2026.
Key Points from CNBC:
- CNBC Elite Advisors is CNBC’s new list of leading wealth management firms serving high-net-worth and ultra-high-net-worth clients.
- UHNW wealth management is generally designed for individuals or families with $20 million to $30 million or more in investable assets, though definitions vary by institution.
- CNBC’s list evaluates firms that serve complex client needs, including investment management, tax and estate coordination, philanthropy, family governance and private wealth services.
- To help develop the methodology and assess participating firms, CNBC consulted with AccuPoint Solutions and Cerulli Associates.
Learn More About HB Wealth in Charlotte
Methodology: How CNBC chose Elite Advisors
- CNBC uses data analysis and editorial review to compile the CNBC Elite Advisors list.
- Participating 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.
- To 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.
- CNBC receives no compensation from placing financial advisory firms on our Elite Advisors list. Additionally, a firm’s or advisor’s appearance in our list does not constitute an individual endorsement by CNBC of any firm or advisor.
For the full list, click here.
