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.
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.
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
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