Greycourt LLC has been named to CNBC’s inaugural Elite Advisors list, which recognizes 25 of the nation’s leading investment advisors serving ultra-high net worth individuals and family offices. The list was developed in partnership with AccuPoint Solutions and Cerulli Associates, with firms evaluated on their ability to address the full complexity of significant wealth — including investment management, tax and estate coordination, philanthropic advisory, family governance, and multigenerational planning.
Firms were evaluated through data analysis and editorial review across several factors, including the breadth and sophistication of client services and investment strategies, assets under management attributable to ultra-high-net-worth clients, organizational scalability, professional credentials and industry recognition, client retention and tenure, and overall reputation.
“We are honored to be recognized by CNBC alongside firms serving some of the country’s most successful families,” said David Wells, President & Managing Director of Greycourt. “While recognition of this kind is gratifying, what matters most to us is the work we do on behalf of our clients each day. This distinction is a reflection of the trust placed in our team, and we do not take that responsibility lightly. We remain deeply committed to providing our clients with the highest standard of counsel and service.
CNBC developed the methodology with input from AccuPoint Solutions and Cerulli Associates. CNBC states that it receives no compensation for placement on the Elite Advisors list.
View CNBC’s 2026 Elite Advisors coverage
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 Greycourt 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, Greycourt 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 Greycourt by any of its clients.