Recognized among America's leading advisors to ultra-high-net-worth families.

Third-party ratings and rankings are not indicative of future performance and are not an endorsement of Yale Capital Corp by any client. CNBC named Yale Capital Corp one of its 25 Elite Advisors on June 22, 2026, selected from more than 100 firms evaluated under CNBC's published methodology measuring organizational capabilities, assets under management, breadth of services, credentials, retention, and reputation; CNBC states that firms do not pay to be included. InvestmentNews named the firm a 5-Star RIA for High Net Worth on July 21, 2026, awarded to firms that derive more than 70 percent of assets under management from high-net-worth clients and manage at least $100 million in regulatory assets. The firm did not pay to participate in the ranking and pays a licensing fee to use the designation. Forbes named the firm to America's Top RIA Firms on October 1, 2025, compiled by SHOOK Research from quantitative and qualitative firm data as of October 2024; SHOOK receives no compensation from firms in exchange for placement. Yale Capital pays licensing fees for the use of certain of these organizations' logos.