Tim Pagliara of CapWealth Recognized Among Top Financial Advisors in Tennessee by Barron’s
March 27, 2025
Tim Pagliara, Founder, Chairman, and Chief Investment Officer of CapWealth, has been recognized in the 2025 Barron’s Top Advisor Rankings by State, moving up from #7 to #6 in Tennessee. Notably, CapWealth is the only Registered Investment Advisor (RIA) among the top 10 firms in the state, underscoring our independent and client-focused approach to wealth management.
The Barron’s Top Advisor Rankings evaluate advisors based on assets under management, revenue generated by the firm, regulatory record, and the quality of the advisors' practices, including their commitment to best practices and client service. The rankings serve as a benchmark for the industry, recognizing firms that demonstrate consistent success in helping clients achieve their financial goals.
This recognition reflects Tim’s leadership, CapWealth’s commitment to fiduciary responsibility, and the firm’s dedication to providing customized investment strategies tailored to clients' needs.
For more information on Barron’s “America’s Top 1,200 Financial Advisors”, click here.
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.
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