Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

Silvercrest Asset Management Group (NASDAQ:SAMG) has been named to the inaugural CNBC Elite Advisors list for 2026, recognizing 25 leading U.S. investment advisors serving ultra-high-net-worth individuals and family offices.

Rhea-AI Summary

Silvercrest Asset Management Group (NASDAQ:SAMG) has been named to the inaugural CNBC Elite Advisors list for 2026, recognizing 25 leading U.S. investment advisors serving ultra-high-net-worth individuals and family offices.

The list focuses on firms serving clients with $25 million+ in investable assets and is based on CNBC’s quantitative analysis of multiple firm metrics.

Argus Jul 1 session

+2.57% close to close Open Argus

Details

News Market Reaction – SAMG

In the Jul 1 session, SAMG gained 2.57%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights external validation of Silvercrest’s ultra-high-net-worth franchise, wi...

Analysis

This announcement highlights external validation of Silvercrest’s ultra-high-net-worth franchise, with CNBC recognizing only 25 firms. Investors may weigh this reputational benefit against recent profit pressure and AUM trends while monitoring future earnings commentary and flows.

Key Figures

Elite Advisors list size: 25 firms Client asset threshold: $25 million Firms solicited: more than 100 firms +1 more

Elite Advisors list size

25 firms

Number of advisors on CNBC’s 2026 Elite Advisors list

Client asset threshold

$25 million

Minimum investable assets for clients served by recognized firms

Firms solicited

more than 100 firms

Number of firms from which CNBC solicited information

List year

2026

CNBC inaugural Elite Advisors list year

Historical Context

5 past events · Latest: Jun 24

5 events

1. Jun 24

   Fund rating news

   24h Move

   +0.5%

   Australian Global Value Opportunity Fund received a ‘Recommended’ rating from Lonsec.

2. May 11

   Q1 2026 earnings

   24h Move

   -5.3%

   Flat revenue but sharply weaker profit and AUM-driven headwinds in Q1 2026 results.

3. May 05

   Earnings call notice

   24h Move

   -1.8%

   Announcement of timing and access details for upcoming Q1 2026 results call.

4. Apr 29

   Office expansion

   24h Move

   -2.4%

   Opening of first Atlanta office and senior hire to drive Southeast UHNW growth.

5. Mar 16

   FY 2025 results

   24h Move

   -5.0%

   Modest revenue growth but lower adjusted EBITDA and high compensation ratio for 2025.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

ultra-high-net-worth, family offices, assets under management, family office services

4 terms

ultra-high-net-worth financial

"serving ultra-high-net-worth individuals and family offices, distinguished by their ability"

Individuals or households with exceptionally large total wealth and investable assets, often far above ordinary high-net-worth levels; exact dollar cutoffs vary by region but are commonly measured in the tens of millions. They matter to investors because their buying, selling and capital allocation can move markets, create demand for specialized financial products and private deals, and shape fundraising; think of them as a few very large ships whose movements affect the whole harbor.

family offices financial

"serving ultra-high-net-worth individuals and family offices, distinguished by their ability"

A family office is a private wealth-management firm that handles the finances, investments, taxes and estate planning for one wealthy family, acting like a household’s dedicated finance team or personal bank. They matter to investors because family offices can move large amounts of capital quietly and for the long term, become stable buyers or sellers in private deals and markets, and often back companies or funds in ways that affect valuations and access to funding.

assets under management financial

"assets under management attributable to ultra-high-net-worth clients; breadth and sophistication"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

family office services financial

"delivering sophisticated investment management alongside comprehensive family office services"

Family office services are personalized financial, administrative and lifestyle support provided to very wealthy families, acting like a private combination of CFO, accountant and concierge. They handle investment management, tax and estate planning, bill paying, philanthropy and sometimes direct business investing. Investors pay attention because family offices control large pools of private capital and their choices about where to put money, take risks or provide funding can move markets, affect valuations and influence financing for companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Silvercrest Asset Management Group LLC (NASDAQ: SAMG) is pleased to announce that the firm has been named to the inaugural CNBC Elite Advisors list for 2026.

CNBC's inaugural Elite Advisors list recognizes 25 of the nation's leading investment advisors serving ultra-high-net-worth individuals and family offices, distinguished by their ability to manage significant wealth while partnering with clients to make increasingly complex financial, business, and personal decisions. The firms recognized specialize in serving clients with investable assets of $25 million or more.

To compile the 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. 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 advisor tenure. To develop the methodology, CNBC surveyed qualifying firms and consulted with AccuPoint Solutions, a wealth management data and research firm, as well as Cerulli Associates, a research and consulting organization focused on the asset and wealth management industries. CNBC accepts no payment for placement on the list.

Richard R. Hough III, Silvercrest’s Chairman & Chief Executive Officer, remarked, “We are honored to be recognized among the nation's leading advisors to ultra-high-net-worth families. Since our founding, Silvercrest has been built around delivering sophisticated investment management alongside comprehensive family office services with the highest standards of client care. This recognition reflects the dedication of our professionals and the trust our clients place in us across generations.”

About Silvercrest Asset Management

Silvercrest Asset Management Group LLC (the “firm”) is the principal operating subsidiary of Silvercrest Asset Management Group Inc. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team members based in Europe and Australia. As of March 31, 2026, the firm reported assets under management of $35.7 billion.

Contact: Richard Hough
212-649-0601
rhough@silvercrestgroup.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is the CNBC Elite Advisors list and how did Silvercrest (NASDAQ:SAMG) qualify in 2026?

The CNBC Elite Advisors list highlights 25 leading U.S. investment advisors serving ultra-high-net-worth clients. According to Silvercrest, CNBC used detailed quantitative analysis of more than 100 firms, assessing scale, services, credentials, reputation, and ultra-high-net-worth assets to determine the 2026 unranked list.

What type of clients does Silvercrest serve to be included on the 2026 CNBC Elite Advisors list (SAMG)?

Silvercrest serves ultra-high-net-worth individuals and family offices. According to Silvercrest, firms on the 2026 CNBC Elite Advisors list specialize in clients with investable assets of $25 million or more, requiring sophisticated investment management and comprehensive family office-style services.

What criteria did CNBC use to select Silvercrest for the 2026 Elite Advisors list (SAMG)?

CNBC evaluated organizational scalability, ultra-high-net-worth assets under management, service breadth and investment sophistication. According to Silvercrest, CNBC also considered firm credibility via certifications and industry recognition, overall reputation, client retention, and advisor tenure when compiling the unranked 25-firm 2026 Elite Advisors list.

Did Silvercrest or other firms pay CNBC for placement on the 2026 Elite Advisors list (SAMG)?

CNBC did not accept payment for placement on the 2026 Elite Advisors list. According to Silvercrest, CNBC relied on firm-supplied data, a quantitative methodology, and input from AccuPoint Solutions and Cerulli Associates rather than any pay-to-play arrangements.

Who collaborated with CNBC to develop the methodology for the 2026 Elite Advisors list featuring Silvercrest (SAMG)?

CNBC worked with AccuPoint Solutions and Cerulli Associates to build its methodology. According to Silvercrest, these partners provided data, research, and consulting expertise focused on wealth and asset management to support CNBC’s quantitative evaluation of more than 100 advisory firms.