CONSHOHOCKEN, PA — Pitcairn has been named to CNBC’s inaugural Elite Advisors List, placing the Conshohocken-based multi-family office among 25 wealth management firms recognized for serving ultra-high-net-worth clients.
The recognition comes as Pitcairn manages $10 billion in assets under advisement and serves more than 140 families across the United States.
The firm was founded in 1923 as the single-family office for the Pitcairn family and has since expanded into a multi-family office serving wealthy families with complex investment, estate, governance and wealth-planning needs.
CNBC’s list focused on firms serving ultra-high-net-worth clients, defined in the methodology as clients with investable assets of $25 million or more.
Pitcairn uses what it calls a Shared Single-Family Office model, combining customized family-office services with a shared institutional platform.
Andrew Busser, Pitcairn’s president and chief executive officer, described the CNBC recognition as a reflection of the firm’s client relationships and internal capabilities.
“To be named among the 25 most distinguished wealth management firms in the country, on the very first list CNBC has produced of this kind, is a tremendous honor,” Busser stated.
The distinction adds to the firm’s positioning in the competitive multi-family office market, where wealth managers are seeking to attract families that need more than portfolio management, including succession planning, family governance and multigenerational advisory services.
Pitcairn disclosed that the Elite Advisors list was based on data covering Jan. 1, 2025, through Dec. 31, 2025.
The firm also noted that Pitcairn Wealth Advisors LLC paid a licensing fee to use the award logo, though no compensation was paid to influence the ranking.
The ranking is not indicative of future investment performance and may not reflect any individual client’s experience.
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