FIRM RECOGNITION
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
- 2025 Best-In-State Wealth Advisors - Tim Pagliara, No. 1 in Tennessee, April 10, 2025
- 2024 Best-In-State Wealth Advisors - Tim Pagliara, No. 2 in Tennessee, April 3, 2024
- 2023 Best-In-State Wealth Advisors - Tim Pagliara, No. 2 in Tennessee, April 4, 2023
- 2022 Best-In-State Wealth Advisors - Tim Pagliara, No. 1 in Tennessee, August 24, 2022
- 2022 Forbes Shook Top Advisor - Phoebe Venable, February 4, 2022
- 2022 Best-In-State Women Advisors - Phoebe Venable, No. 8, April 7, 2022
- 2021 Best-In-State Wealth Advisors - Tim Pagliara, No. 1 in Tennessee, February 11, 2021
- 2020 Best-In-State Wealth Advisors – Tim Pagliara, No. 1 in Tennessee, January 16, 2020
- 2020 Top Women Advisors – Phoebe Venable, April 21, 2020
- 2020 America’s Top Next-Gen Wealth Advisors – Jennifer Pagliara, July 22, 2020
- 2019 America’s Top Next-Gen Wealth Advisors – Jennifer Pagliara, June 25, 2019
- 2019 Best-In-State Wealth Advisors – Tim Pagliara, No. 3 in Tennessee, February 20, 2019
- 2018 Best-In-State Wealth Advisors – Tim Pagliara, No. 1 in Tennessee, February 15, 2018
- 2017 America’s Top Millennial Advisors – Jennifer Pagliara, July 25, 2017
- Stonewalling Discovery On The Net Worth Sweep, Aug. 29, 2016
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.
FORBES.COM
- Nashville In Receivership? Wait, How?, Tim Pagliara, Dec. 18, 2019
- America Is About To Do The Right Thing In Housing Finance Reform. We Have Tried Everything Else., Tim Pagliara, Oct. 1, 2019
- Tales of Investor Mania, Tim Pagliara, Sept. 11, 2019
BARRON’S MAGAZINE
- 2025 Top 1,200 Financial Advisors - Tim Pagliara, No. 6 in Tennessee, March 10, 2025
- 2024 Top 1,200 Financial Advisors - Tim Pagliara, No. 7 in Tennessee, March 13, 2024
- 2023 Top 1,200 Financial Advisors - Tim Pagliara, No. 8 in Tennessee, March 13, 2023
- 2022 Top 1,200 Financial Advisors - Tim Pagliara, No. 3 in Tennessee, March 14, 2022
- 2021 Top 1,200 Financial Advisors - Tim Pagliara, No. 2 in Tennessee, March 15, 2021
- 2020 Top 1,200 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, March 16, 2020
- 2018 Top 1,200 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, March 12, 2018
- 2017 Top 1,200 Financial Advisors – Tim Pagliara, No. 2 in Tennessee, March 6, 2017
- 2016 Top 1,200 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, March 7, 2016
- 2015 Top 1,200 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, February 23, 2015
- 2014 Top 1,200 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, February 24, 2014
- 2013 Top 1,000 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, February 18, 2013
- 2012 Top 1,000 Financial Advisors – Tim Pagliara, No. 1 in Tennessee, February 20, 2012
- 2010 Top 1,000 Financial Advisors – Tim Pagliara, No. 3 in Tennessee, February 22, 2010
- 2009 Top 1,000 Financial Advisors – Tim Pagliara, No. 5 in Tennessee , February 9, 2009
- Level 3 Has 20% Upside, May 16, 2015
- Biotech Star Illumina’s Bright Futures Is in Its DNA, March 19, 2016
- Making Active Investing Work in a Passive Age, April 23, 2016
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.
NASHVILLE BUSINESS JOURNAL
- 2018 Power Leaders in Finance, Tim Pagliara, July 17, 2018
- The Boss: Tim Pagliara, CapWealth Advisors, April 24, 2017
- 2017 Power Leaders in Finance, Tim Pagliara, Aug. 4, 2017
- 2016 Power Leaders in Finance, Tim Pagliara, Feb. 19, 2016
- Best in Business Awards: CapWealth Advisors LLC, March 11, 2016
- Nashville financial adviser grabs deficit ax, April 27, 2012
- CapWealth names new COO, president, December 14, 2012
RIABIZ MAGAZINE
THE FINANCIAL TIMES
- 2014 Top 300 RIAs, June 26, 2014
- 2014 Top 100 Women Financial Advisors – Phoebe Venable, November 19, 2014
THE HILL
THE WALL STREET JOURNAL
THE WASHINGTON POST
VALUE WALK
- Why common shares of Fannie Mae, Freddie Mac hold major value, March 16, 2020
- Fannie and Freddie confusion: Is the net worth sweep really over?, Oct. 29, 2019
- There’s light at the end of the tunnel for GSE Investors, Oct. 21, 2019
- Fannie Preferred Shares Are Like Buying Common Shares At A Discount, Sept. 19, 2019
- Top Ten Takeaways From Fifth Circuit Hearing In Collins V. Mnuchin, Feb. 1, 2019
THE WASHINGTON POST
NASHVILLE POST
- In Charge 2022: Finance – Phoebe Venable, Apr. 23, 2022
Your Williamson
- Gentlemen of Distinction - Tim Pagliara, Summer 2022
INTERVIEWS
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.