CNBC’s Elite Advisors list recognizes 25 of the country’s top investment advisors for ultra-high-net-worth investors and family offices, chosen for their expertise in serving clients. Compare top financial advisors for high-net-worth individuals and learn about the services these firms can offer. Ellison Kibler was formed in 1983 with the goal of providing a superior wealth management experience and unsurpassed client service to affluent families, corporations, endowments and. CNBC’s Elite Advisors list recognizes 25 of the country’s top investment advisors for ultra-high-net-worth investors and family offices, chosen for their expertise in serving clients. Ultra-high-net-worth families face unique challenges that go far beyond picking stocks. What separates the truly elite advisors from the rest when managing $25 million or more? The 2026 list reveals surprising details about fees, services, and why these firms succeed where others fall short. The Klausner Duffy DiSalvo Investment Group has a long-standing history of serving high-net-worth individuals, families, and institutions, with roots dating back to 1958. The 2026 Forbes Top Wealth Advisors List ranks America's top financial advisors who cumulatively manage trillions in assets. View to see who made the national list.