Boise, ID September 15, 2025 – Caprock, a leading multi-family office Registered Investment Advisory (RIA) firm, is proud to announce that we have been named to Barron’s Top 100 RIA Firms list for the fourth consecutive year. This year, we have moved up to No. 59, improving from our previous ranking of No. 63 in 2024.
Co-CEO Bill Gilbert remarked, “Our clients have a variety of options when it comes to selecting their family office, and we are honored that families continue to choose Caprock. This recognition reflects our commitment to delivering exceptional service and innovative solutions.”
According to Barron’s, “RIAs are getting larger and more sophisticated, and the channel is attracting more client assets.” The Top 100 RIAs list evaluates firms based on assets under management, growth, technology investment, succession planning, and other key metrics.
Gregory Brown, co-CEO of Caprock, added, “Recognition by Barron’s underscores the impact of our client-first approach. We remain focused on upholding the industry’s highest standards and continue to prioritize the unique needs of our ultra-high net worth clients.”
Caprock has earned several awards and recognitions, including Financial Advisor Magazine’s America’s Top RIA list, Investment News RIA Team of the Year finalist, and USA Today as a Best Financial Advisory Firm in 2025. See the full list of awards and accolades.
See Barron’s full list of 2025 Top 100 RIAs here.
Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases, then applies their rankings formula to the data to generate a ranking. More details on the methodology can be found on Barron’s Top Advisors Methodology. Caprock paid no application fee to participate.
