CapWealth’s Pagliara Named One of America’s Top Wealth Advisors

September 7, 2021

CapWealth’s Pagliara Named One of America’s Top Wealth Advisors
 - CapWealth Financial Advisors in Franklin, TN

FRANKLIN, TN (Sept. 7, 2021) - Tim Pagliara, founder and chief investment officer of CapWealth, has been named one of America’s Top 250 Wealth Advisors by Forbes.


The Forbes ranking, developed by Shook Research, is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.


“It’s an honor to be named by Forbes as one of the country’s top wealth advisors,”Pagliara said. “I’m privileged to work alongside a talented team that is committed to providing our clients with the highest level of service and this award is proof of our continued hard work.”


Over 33,000 nominations were received, with only 250 advisors named to the list. Pagliara was the only advisor in Tennessee on this prestigious list. Pagliara has been recognized several times as Forbes Best-In-State advisor as well as Barron’s magazine No. 1 Financial Advisor in Tennessee.


With assets under management of approximately $1.3 billion, CapWealth provides comprehensive financial planning and active portfolio management services to clients and is located at 4031 Aspen Grove Drive, Suite 600, Franklin, TN. For information about the firm or to speak with Tim Pagliara, call (615) 778-0740 or visit www.capwealthgroup.com.


April 10, 2025
Tim Pagliara named Best-In-State Wealth Advisor for Tennessee by Forbes 2025, marking his 8th year earning a top 3 spot and multiple #1 rankings.
Businessman in a suit works on a laptop while sitting on a bar chart column, with an upward red line
April 9, 2025
Discover how CapWealth’s portfolio management strategies help investors stay focused, diversified, and confident during times of market volatility.
April 9, 2025
CapWealth CEO Phoebe Venable tells BNN Bloomberg how to find opportunities amid market sell-off through value-based investing and smart entry points.
Tim Pagliara joins BBC to discuss the impact of tariffs on financial markets.
April 8, 2025
Tim Pagliara breaks down the impact of trade tariffs on markets, inflation, the US dollar, and jobs—highlighting key economic shifts and strategies.
A black and white logo for the Wall Street Journal
April 3, 2025
Discover a key reason for the selloff as CapWealth CEO Phoebe Venable weighs in on market uncertainty and Trump tariffs with The Wall Street Journal.
Headshot of Tim Pagliara; ranked #6 in 2025 Barron's Top Advisor list.
March 27, 2025
Tim Pagliara of CapWealth rises to #6 in 2025 Barron’s Top Advisor in Tennessee—the only RIA in the top 10. Discover his client-focused approach.
Jennifer Pagliara Horton is being interviewed on Fox News about Wall Street worries
March 11, 2025
Stock market worries after Trump tariffs take center stage as CapWealth’s Jennifer Pagliara Horton shares insights on investor strategy.
President Donald J. Trump signing a federal document.
March 6, 2025
Where to hide right now as CapWealth’s Grant Stark shares smart investment ideas as tariff-driven market volatility shakes investor confidence.
The Barron's advisor logo is on a dark blue background
March 5, 2025
Nasdaq pops 1.5% as markets rebound. CapWealth CEO Phoebe Venable weighs in on volatility after Trump eases stance on auto tariffs.
Show More

Share Article