Caprock ranked No. 52 among firms with more than $1 billion in assets under management
Caprock has been recognized by Financial Advisor Magazine as one of America’s Top RIAs for 2026. In this year’s ranking, Caprock placed No. 52 out of 360 firms ranked in the category of RIAs with more than $1 billion in assets under management.
“This recognition is meaningful because it reflects the confidence families place in Caprock and the care our team brings to serving increasingly complex wealth needs,” said Bill Gilbert, Caprock Co-CEO. “As the firm continues to grow, our focus remains on delivering thoughtful advice, diversified investment access, and a highly personalized family office experience.”
Caprock’s 2026 recognition marks a continued, steady climb in Financial Advisor Magazine’s RIA ranking, moving from No. 74 in 2024 to No. 55 in 2025 and No. 52 in 2026. For Caprock, that progress reflects deliberate growth—not growth for its own sake, but an intentional expansion of the firm’s ability to support high-net-worth and ultra-high-net-worth families.
“Caprock’s progress in the rankings reflects the strength of our client-first model and the continued expansion of our talented team,” said Gregory Brown, Caprock Co-CEO. “Families with significant wealth are looking for clarity, independence, and access to deeper resources and investment opportunities. Caprock was strategically built to h meet those needs.”
Financial Advisor Magazine’s annual RIA ranking is based on year-end assets under management reported through the publication’s voluntary survey and reviewed against SEC ADV filings. Eligible firms must be independent registered investment advisors that file their own ADV with the SEC and provide financial planning and related services to individual clients. Caprock paid no application fee to participate.
Caprock has earned several awards and recognitions. View the full list of awards and accolades.
To learn more and view the complete list of ranked firms, visit the Financial Advisor website.
