Tim Pagliara of CapWealth Named Best-In-State Wealth Advisor for Tennessee by Forbes

Tim Pagliara, Founder, Chairman, and Chief Investment Officer of CapWealth, has been recognized on the Forbes 2025 Best-In-State Wealth Advisors list for the eighth consecutive year in a row, earning a spot in the top three advisors within the state of Tennessee each time. This year, and in previous years, Tim was selected as the #1 Wealth Advisor in Tennessee. Tim was also named on the broader Forbes 2025 list of America’s Top Wealth Advisors this year. Tim ranked first out of 105 successful Tennessean advisors listed.

The Forbes 2025 Top Wealth Advisors list is a compilation of the top 250 advisors nationwide compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank candidates nominated by their firms. Specific criteria include evaluating advisors on assets under management, average net worth of client relationships, typical size of household accounts, and other factors. Forbes’ rankings continue to be a gold standard industry-wide, honoring the country’s most prestigious advisors and their firms.

This recognition highlights Tim’s leadership of CapWealth, as well as the firm’s commitment to fiduciary duties and to providing investment strategies tailored to the needs of their high-net-worth and ultra-high-net-worth clients.



https://www.forbes.com/profile/tim-pagliara/?list=top-wealth-advisors

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.