Firm Recognition

We are honored to announce that CapWealth has been ranked as #25 on CNBC’s 2024 list of the Top 100 Financial Advisory Firms in the nation.

CapWealth Ranked #25 on CNBC’s 2024 Top 100 Financial Advisory Firms

From a pool of over 40,000 registered investment advisors (RIAs) across the country, the CNBC team, in collaboration with AccuPoint Solutions, narrowed the field using a range of criteria, including assets under management, client retention, and regulatory records.

 

In presenting their findings, CNBC says “A financial advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it’s important to make sure they are someone who is a good match for you. To be sure, financial advisors aren’t just for rich people – working with an advisor is a great choice for anyone who wants to get their personal finances on track and set long-term objectives. The CNBC ranking is meant to be a starting point for individual investors who are looking for a financial advisor. We hope this list will help to narrow your search.”

 

At CapWealth, we believe that our clients’ success is the foundation of our own. This ranking highlights our unwavering focus on delivering tailored financial solutions that extend beyond market performance – ensuring our clients feel confident about their financial futures. We are proud to serve our community and grateful for the trust placed in us by those we work with.

 

“We’re both humbled and proud to be recognized as a Top 25 advisor,” says CapWealth President and CEO Phoebe Venable. “This achievement reflects the dedication of our entire team and our ongoing mission to deliver personalized financial guidance that makes a lasting impact.”

 

About CapWealth

CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients’ lifetimes.

 

A privately owned, independently managed firm with over $1.5 billion in client assets under management, CapWealth has a personal stake in the success of our clients, allowing us to prioritize their financial goals and provide customized wealth management solutions.

The CNBC 2024 FA 100 ranking was published on October 2, 2024 and was prepared in partnership with data provider AccuPoint Solutions. CNBC receives no compensation for placing financial advisory firms on their list.

CapWealth Has Been Featured in And Received Recognition from A Number of Publications Over the Years.

In 2022, Tim Pagliara was named No. 1 in Forbes’ Best-In-State for the third year in a row. 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 being named No. 1 Financial Advisor in Tennessee by Barron’s magazine. This marked 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 10 years.


CapWealth’s President and Chief Executive Officer, Phoebe Venable, CFA, was named one of Forbes’ Top Women Advisors for 2020, and she has previously been named to The Financial Times’ Top 100 Women Financial Advisors. The firm has also been recognized by The Financial Times as one of the Top 300 RIAs.


Jennifer Pagliara, CFP®, CTFA, has been named to Forbes’ Top Next-Gen Wealth Advisors list three times and writes for The Tennessean.


The firm and its advisors have also been featured in, interviewed for and submitted columns in many publications, including Barron’s, The Wall Street Journal, The Washington Post, The Hill, RIABiz Magazine, The Tennessean and Value Walk, just to name a few.


Tim Pagliara is also a contributor to Forbes.com.


Find a list of all recognition and feature articles below.

FORBES MAGAZINE

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.

BARRON’S MAGAZINE

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 Barron's. Ranking within the Top 1200 Advisors list is based on a specific methodology where certain data is collected. Barron's does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Details surrounding the methodology can be accessed by clicking on this link. 

THE FINANCIAL TIMES

NASHVILLE POST

Your Williamson

Other publications CapWealth has been featured in include Sports & Entertainment: Nashville, Reuters, Bloomberg, N’Focus Magazine, Williamson AM, VIP Magazine, CNBC, Registered Representative Magazine, On Wall Street Magazine, Her Magazine, Y()UR Magazine, Williamson Social and Nashville Post.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. No fee has been paid for consideration of any ranking or award. For disclosures surrounding rankings and recognition, please click here.