CapWealth’s Tim Pagliara named 2022 Forbes Best-In-State

FRANKLIN, TN (April 21, 2022) – Tim Pagliara, founder, chairman, and CIO of CapWealth, was named #1 in Forbes Best-In-State for the third year in a row. 

Forbes publishes the top advisors’ rankings annually. The research methodology is based on an algorithm of qualitative criteria gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients.

“Being named #1 in the state for the third time is an honor we don’t take lightly,” said Pagliara. “CapWealth has a committed team that knows our continued success is derived from always doing what’s best for our clients, and this recognition underscores our belief.” 

The Forbes Best-In-State recognition is one of the highest honors for an advisor. Over 34,000 people were nominated, with only a select few named. Pagliara received this award for the first time in 2018, along with Barron’s magazine No. 1 Financial Advisor in Tennessee. Marking the first time a Tennessee financial advisor has been ranked No. 1 in the state by both publications simultaneously. He previously earned the top spot in Barron’s annual state-by-state ranking seven out of the previous ten years. 

Pagliara formed CapWealth in early 2000 after nearly 20 years of experience in the financial industry. CapWealth is an RIA firm based in Franklin and provides wealth management services, including investment advice, personal financial planning, and portfolio management. CapWealth specializes in preserving, growing, and distributing assets over clients’ lifetimes. With $1.4 billion in assets under management, the firm is one of the nation’s leading independent wealth managers. For more information, visit www.capwealthgroup.com.