Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, was named an Excellence Awardee for RIA Team of the Year by InvestmentNews.
“We are honored to be named as an Excellence Awardee for RIA Team of the Year. This recognition serves as a testament to our dedication to delivering unparalleled family office services to our clients,” stated Bill Gilbert, Caprock Co-CEO.
InvestmentNews reported an “all-time high volume” of nominations for 2025. InvestmentNews accepts nominations and conducts research to determine Excellence Awardees. A panel of judges uses detailed criteria to select finalists.
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.
The InvestmentNews Awards team conducts research to support and supplement nominations received. All Excellence Awardees are invited to complete a detailed submission, which is an opportunity to address the category criteria in more detail. All submissions remain confidential unless otherwise marked and are not shared with any third parties other than the judges. Using a simple points system to aggregate judges’ votes, the excellence awardee with the top score in a category will be named the winner. Caprock paid no application fee to participate.
