CNBC Elite Advisor List 2026
BBR Partners has been named to CNBC’s inaugural 2026 Elite Advisors list. As described by CNBC, the list “recognizes 25 of the nation’s leading investment advisors serving ultra-high net worth individuals and family offices, selected for their expertise in advising clients with investable assets of $25 million or more.” CNBC is the recognized global leader in business and financial news, reaching half a billion people every month across all platforms.
Created to recognize firms operating outside the traditional brokerage and banking model, the CNBC Elite Advisors list highlights organizations that have built enduring relationships with affluent families and developed sophisticated capabilities to address complex client needs, spanning investment management, tax and estate planning, family governance, philanthropy, and multi-generational wealth transfer.
We are proud of this recognition. It reflects the relationships we have built with our clients over many years and the depth of expertise our team brings to the complex challenges of significant wealth.
Independent registered investment advisors, or RIAs, that manage clients with investable assets of $25 million or more in the United States were eligible for this year’s list. CNBC solicited information from more than 100 firms, which served as the basis for a detailed quantitative analysis that determined the final unranked list of 25. The metrics assessed included 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. CNBC accepts no payment for placement. The methodology was developed in partnership with AccuPoint Solutions and Cerulli Associates. For further information on CNBC’s methodology, please see: How we determined the CNBC Elite Advisors list for 2026.
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, BBR did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BBR by any of its clients.