in more ways than one.
Click on each publication to view ranking.
In 2018, CapWealth founder Tim Pagliara was named No. 1 Financial Advisor in Tennessee by Barron’s at the same time as being named No. 1 wealth advisor in Tennessee by Forbes. This marks a special distinction, considering no one has ever been ranked No. 1 in the state by both publications at the same time.
For its ranking, Forbes considered client retention, industry experience, compliance records and use of best practices in working with clients as well as quantitative criteria such as assets under management and revenue trends. While Barron’s considered assets under management, revenue generated by advisors for their firms and the quality of the advisor’s practices.