Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in this ranking. Methodology: 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 UHNW 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. Firms that achieved the highest weighted score earned spots on the list. This list was published June 22, 2026, reflecting publicly available data as of 12/31/2025 data.