Cambridge Associates Recognized on CNBC Elite Advisors 2026 List

Cambridge Associates has been named to CNBC‘s 2026 Elite Advisors list, an inaugural recognition highlighting leading firms serving ultra-high-net-worth individuals and family offices. The distinction reflects our longstanding commitment to helping ultra-high net worth clients navigate complex investment, wealth, and legacy considerations with the depth, discretion, and sophistication these relationships demand.

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 with investible assets of $25 million or more.

Ultra-high net worth wealth management extends well beyond traditional portfolio construction, encompassing complex financial and family dynamics such as tax and estate coordination, philanthropy, family governance, business advisory, trust planning, and other private wealth services.

At Cambridge Associates, we understand that serving these clients demands more than investment insight alone. It requires thoughtful partnership, customized solutions, and the ability to support families and family offices across a broad range of interconnected needs—often spanning generations. Our work is grounded in helping clients pursue their goals with clarity and confidence amid increasingly complex markets and planning decisions.

We are honored to receive this recognition, which reflects our longstanding commitment to helping ultra-high net worth clients navigate investment, wealth, and legacy considerations with the depth, discretion, and sophistication these relationships require.