Howland Capital Management Tops CNBC's 2026 Advisor 100 With $4 Billion Under Management
Updated
Updated · CNBC · Oct 8
Howland Capital Management Tops CNBC's 2026 Advisor 100 With $4 Billion Under Management
3 articles · Updated · CNBC · Oct 8
Summary
Howland Capital Management climbed from No. 7 in 2025 to No. 1 on CNBC's 2026 Financial Advisor 100, a ranking based on analysis of about 1,000 firms.
The Boston firm manages $4 billion across more than 500 accounts for over 400 families, foundations and small institutions, keeping a family-office model nearly 60 years after its 1967 founding.
About 65% of client assets sit in trusts, reflecting Howland's long-horizon planning around estate transfers and multigenerational wealth rather than trying to predict future tax-law changes.
Charlie Clapp said that discipline has helped clients ride through 2026's inflation, war, tariffs and renewed Fed tightening, with the firm favoring dependable cash-flow businesses and avoiding heavy leverage and floating-rate debt.
The ranking comes as CNBC says firms cannot apply or pay for inclusion; its 2026 process began with 41,578 registered investment advisor firms and excludes those with regulatory violations.