Recognition reflects HB Wealth’s fee-only fiduciary approach to serving families with complex financial needs
ATLANTA — June 24, 2026 — On June 22nd, 2026, HB Wealth was named to the inaugural CNBC Elite Advisors list, recognizing 25 of the nation’s 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:
| Firm Name | Location (Principal Office) | AUM |
|---|---|---|
| Bailard | Foster City, California | $8.3B |
| Ballentine Partners | Waltham, Massachusetts | $15.2B |
| BBR Partners | New York, New York | $36.5B |
| Brown Advisory | Baltimore, Maryland | $189B |
| Callan Family Office | Radnor, Pennsylvania | $10.2B |
| Cambridge Associates | Boston, Massachusetts | $650B |
| Corient | Miami, Florida | $500B |
| Cresset | Chicago, Illinois | $250B |
| Empirical Wealth Management | Seattle, Washington | $10B |
| Ferguson Wellman Capital Management | Portland, Oregon | $10.6B |
| Greycourt & Co. | Pittsburgh, Pennsylvania | $26.1B |
| HB Wealth | Atlanta, Georgia | $32B |
| LNW | Seattle, Washington | $12.1B |
| Mercer Advisors | Denver, Colorado | $99B |
| NewEdge Capital Group | Pittsburgh, Pennsylvania | $105B |
| Oxford Financial Group | Carmel, Indiana | $23.3B |
| Pathstone | Englewood, New Jersey | $110.3B |
| Pitcairn | Conshohocken, Pennsylvania | $10B |
| RWA Wealth Partners | Boston, Massachusetts | $19.4B |
| Savant Wealth Management | Rockford, Illinois | $52B |
| Silvercrest Asset Management | New York, New York | $35.7B |
| Tolleson Wealth Management | Dallas, Texas | $9.2B |
| WE Family Offices | Miami, Florida | $17.7B |
| Wellspring Family Office | Cleveland, Ohio | $5.2B |
| Yale Capital Corporation | St. Petersburg, Florida | $5.5B |
“We are honored to be included on the inaugural CNBC Elite Advisors list,” said Thomas Carroll, Chief Executive Officer of HB Wealth. “Ultra-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.”
The 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.
Methodology
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 its Elite Advisors list. Additionally, a firm’s or advisor’s appearance on the list does not constitute an individual endorsement by CNBC of any firm or advisor.
For the full list, click here.
About HB Wealth
Founded 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’s 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.
Media Contact
Acacia Aster Broder
Gregory for HB Wealth
484-881-2035
HBWealth@gregoryagency.com
All information is as of the date above unless otherwise disclosed. The information is provided for informational purposes only and should not be considered a recommendation to purchase or sell any financial instrument, product, or service sponsored by HB Wealth or its affiliates or agents. The information does not represent legal, tax, accounting, or investment advice; recipients should consult their respective advisors regarding such matters. This material may not be suitable for all investors. Neither HB Wealth nor any affiliates make any representation or warranty as to the accuracy or merit of this analysis for individual use. Information contained herein has been obtained from sources believed to be reliable but are not guaranteed. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decision.
