CapWealth Named to Forbes 2025 List of Top RIA Firms

CapWealth has been recognized on the Forbes 2025 list of America’s Top RIA Firms.

The fourth annual list highlights firms with proven track records of safeguarding and growing client wealth. CapWealth’s inclusion on this list reflects the firm’s dedication to providing investment strategies tailored to the unique needs of the individuals and families we serve.

This recognition further underscores our mission to deliver trusted advice, sound financial planning, and disciplined investment management. The Forbes ranking developed by SHOOK Research is based on qualitative and quantitative data using an algorithm to weigh factors such as revenue, AUM, compliance records and industry experience.

This acknowledgment affirms CapWealth’s commitment to helping clients protect, grow, and pass down their wealth for generations.

https://www.forbes.com/lists/top-ria-firms/

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

CapWealth is not affiliated with Forbes. Rankings within Forbes Top RIAs, Best-In-State Wealth Advisors, Best in State Women Advisors and Top 250 Wealth Advisors lists are based on data and criteria gathered and developed by Shook Research, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. A more thorough disclosure of the criteria used in making these rankings is available by clicking on this link.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award. 

CapWealth is not affiliated with Forbes. Rankings within Forbes Best-In-State Wealth Advisors, Best in State Women Advisors and Top 250 Wealth Advisors lists are based on data and criteria gathered and developed by Shook Research, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. A more thorough disclosure of the criteria used in making these rankings is available by clicking on this link.