InvestmentNews Names 110 2026 5-Star RIAs as Yale Capital Leads With $4.92 Billion
Updated
Updated · InvestmentNews · Jul 21
InvestmentNews Names 110 2026 5-Star RIAs as Yale Capital Leads With $4.92 Billion
1 articles · Updated · InvestmentNews · Jul 21
Summary
Yale Capital Corp. topped InvestmentNews’ 2026 5-Star RIA ranking for high-net-worth clients with $4.92 billion in HNW assets under management.
110 independent RIAs made the list after meeting thresholds of more than 70% of AUM from high-net-worth clients and at least $100 million in regulatory AUM.
Yale Capital said it won by keeping an unusually high employee-to-client ratio, giving wealthy families direct advisor access and a concierge-style service model instead of chasing rapid client growth.
The ranking reflects a broader wealth-management shift toward personalized planning, multigenerational service and relationship retention as wealth concentrates and affluent client expectations rise.