LNW has been named to CNBC’s inaugural Elite Advisors list, recognizing 25 leading U.S. wealth management firms serving ultra-high-net-worth individuals and families.
The list highlights firms with demonstrated expertise in advising clients with complex financial needs, including investment management, tax and estate planning, philanthropy, and multigenerational wealth strategies.
Firms were selected through a comprehensive evaluation process that included analysis of assets under management attributable to ultra-high-net-worth clients, breadth and sophistication of services, professional credentials, and overall reputation, including client retention and tenure.
“At LNW, we believe real wealth management is about more than portfolios — it’s about relationships built on trust, continuity, and a deep understanding of what families are working to build across generations. This recognition affirms that our integrated approach is resonating, and it pushes us to keep raising the bar. That standard is set by our team, who show up every day with both the expertise and the genuine care that complex families deserve.”
— Kristen Bauer, CEO
At LNW, we advise families and individuals with complex wealth by combining personalized planning, institutional-quality investment management, and trust services within an independent model. This includes helping clients align their portfolios with their values through thoughtful impact investing, alongside broader strategies for tax efficiency, philanthropy, and multigenerational wealth planning.
We are honored to be included alongside a group of firms helping define the evolving standard of excellence in serving ultra-high-net-worth clients.
Disclosure
The 2026 CNBC Elite Advisors list is an independent editorial recognition. Firms were selected based on a comprehensive evaluation including assets under management attributable to ultra-high-net-worth clients, breadth and sophistication of services, professional credentials, and overall reputation, including client retention and tenure. CNBC does not accept payment for placement on this list. 2026 CNBC Elite Advisors methodology explained
