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.