The 2025 Elite Private Wealth List recognizes the top Chief Investment Officers from Independent RIA firms across North America. These leaders oversee the investment strategies of firms dedicated to serving high-net-worth individuals, families, and institutions, ensuring long-term financial success through tailored portfolio management and innovative wealth preservation strategies. These CIOs have been ones to watch, and have consistently driven trends across the private wealth universe. Whether navigating turbulent markets, implementing cutting-edge portfolio construction techniques, or identifying unique opportunities across asset classes, they have consistently set a new standard in private wealth management.

This list highlights not only seasoned veterans who have shaped the industry but also rising stars who are driving the future of investment leadership. These CIOs have played pivotal roles in steering their firms through economic uncertainties, regulatory shifts, and changing client expectations—proving that independent RIA leaders continue to be a driving force in the wealth management industry.

We celebrate their dedication, strategic vision, and commitment to innovation, recognizing the profound impact they have on their clients and the private wealth community. See the list here: 
https://www.marketsgroup.org/2025-elite-private-wealth-cios