Caprock has once again been recognized among the nation’s leading independent advisory firms, earning the No. 63 ranking in Barron’s 2026 Top 100 RIA Firms list. This recognition marks the fifth consecutive year Caprock has been included in the ranking, reflecting the firm’s continued growth and dedication to delivering highly personalized wealth management and family office services. Barron’s annual ranking considers a range of factors, including assets managed, growth, technology spending, succession planning, and other measures of firm strength and sustainability.
Caprock has earned numerous industry recognitions in recent years, including rankings from Financial Advisor Magazine and other respected industry publications.
To learn more and view the complete list visit Barron’s 2026 Top 100 RIA Firms ranking.
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.
