Caprock Earns Ranking on Barron’s Top 100 RIA Firms List

Caprock ranked top 100 RIA Firm's by Barron's

Boise, ID September 18, 2023 – Caprock, a leading multi-family office Registered Investment Advisory (RIA) firm, has been named to Barron’s Top 100 RIA Firms list. This is the second year in a row the firm has ranked in the top 100.

“Being named in the top 100 is a testament to our unwavering commitment to our clients,” remarked Co-CEO Bill Gilbert. “We are proud to have our efforts recognized.”

Barron’s uses a number of metrics, including assets managed, technology spending, staff diversity, succession planning, and more, to determine ranking. Firms may apply for consideration but cannot pay to be included in the ranking.

Co-CEO Gregory Brown stated, “Our team focuses on providing each client with a customized, conflict-free family office. We are honored to be named among a short list of family offices within the Top 100 RIAs.”

Caprock has received several recognitions. Most recently, Caprock was named one of America’s Top RIA Firms by Financial Advisor Magazine.

See Barron’s Top 100 RIAs list here.

Date

September 19, 2023

Category

Related Articles

Caprock Hires Bennie Fowler III as Director of Strategic Development

Caprock Hires Bennie Fowler III as Director of Strategic Development

USA Today Recognizes Caprock on Best Financial Advisory Firms 2024 List

USA Today Recognizes Caprock on Best Financial Advisory Firms 2024 List

Caprock Announces Acquisition of Grey Street Capital

Caprock Announces Acquisition of Grey Street Capital

Caprock Named Family Office of the Year by Wealth Solutions Report

Caprock Named Family Office of the Year by Wealth Solutions Report

Pin It on Pinterest

Share This