PHILADELPHIA, PA — Callan Family Office has been named to CNBC’s inaugural Elite Advisors list, a ranking of 25 independent wealth management firms serving ultra-high-net-worth clients with at least $25 million in investable assets.
The Philadelphia-based registered investment adviser was selected from more than 100 participating firms evaluated on factors including assets under management attributable to ultra-high-net-worth clients, service offerings, organizational scale, professional credentials, client retention, and regulatory history.
The recognition highlights the growing market for multifamily office services as wealthy families increasingly seek integrated advice spanning investments, tax planning, philanthropy, estate strategies, and governance across generations.
Callan Family Office, founded four years ago, provides investment management and family office services to affluent families, foundations, and endowments. The firm said it has expanded its capabilities in areas including tax overlay management, liquidity event planning, family governance, and multigenerational wealth planning.
“We are honored to be included in the inaugural CNBC Elite Advisors list,” Chief Executive Officer Jack Ginter said in a statement. “To be included alongside organizations that, in many cases, have been serving ultra-high-net-worth families for decades is a tremendous honor.”
CNBC developed the ranking methodology in consultation with wealth management research firms AccuPoint Solutions and Cerulli Associates. In addition to quantitative measures, firms selected for inclusion were required to pass a regulatory due-diligence review based on Securities and Exchange Commission disclosures.
CNBC said firms could not pay for placement on the list.
The launch of the Elite Advisors ranking comes as competition intensifies among firms serving ultra-high-net-worth households, a segment of the wealth management industry that has expanded rapidly alongside rising asset values and growing demand for comprehensive family office services.
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