HB Wealth Named to Inaugural CNBC Elite Advisors List
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
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
CNBC Elite Advisors recognizes wealth management firms serving high net worth and UHNW clients.
To help develop the Elite Advisors methodology and assess participating firms, CNBC consulted with AccuPoint Solutions and…
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