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

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

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

The “democratization of alternatives” process playing out in the wealth management space in recent years is deepening, with ...

Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked ...

Advisors who handle both wealth and retirement plans grow 2.1 times faster, driving industry consolidation and innovation ...

Brumbaugh Wealth Management is marking a significant milestone — the one-year anniversary of Associates Kyle Niedenthal and ...

Offering provides liquidity to clients without disrupting long-term strategies or triggering capital gains taxes ...

A new report from the large consulting and accounting firm suggests that financial advisors will need to find new ways to ...

The death of the advisor” has been a narrative since 1999 with the inception of E trade, then again in 2008 in robo advisors.

The partnership brings FactSet’s trusted financial intelligence directly into agentic advisor workflows, helping advisors deliver personalized service at scale. NORWALK, Conn., ...

In one move this year, a 45-advisor team left a big brokerage, taking with them $6.5 billion in client assets to start a new firm. Fifteen years ago, a $250 million breakaway made headlines. Now, $1 ...