HB Wealth Named to Inaugural CNBC Elite Advisors List

Recognition reflects HB Wealth’s fee-only fiduciary approach to serving families with complex financial needs

ATLANTA--(BUSINESS WIRE)--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.