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 ...

Modern Wealth Management today announced the acquisition of Lodi, CA-based 4thGEN Wealth Management, which oversees approximately $330 million in AUM.

Latigo Peak Partners ("Latigo Peak"), an independent wealth management firm serving ultra-high-net-worth individuals and ...

Founded in 2011 by Michael Liang and Christopher Quinley, Liang & Quinley Wealth Management has established itself as a ...

Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed RIA, using the RIA’s proprietary tech stack ...

RBC Wealth Management has been recognized with two awards at the Euromoney Private Banking Awards 2026, underscoring its commitment to excellence in wealth management through tailored solutions for ...

L.P. ("Waterloo"), an Austin-based registered investment adviser, today announced the launch of Everstead, a private ...

Financial advisors to high-net-worth investors spend a lot of time on estate planning, but might be overlooking the tax planning services their clients want, according to the inaugural “Advisor Trends ...

As trillions transfer to heirs amid a historic generational shift, founders often overlook the importance of legacy planning beyond just the finances. Legacy building differs fundamentally from wealth ...

Today, Scotia Wealth Management, part of the Scotiabank group of companies, announced the launch of Scotia Global Intelligence™ a new service ...

One accountable relationship designs the strategy; a vetted network of specialists carries it out. How Managed Legal ...