Wealth Management’s RIA Edge 100 highlights advisory firms demonstrating strategic, sustainable growth. Firms cannot apply, and the list is not positioned as a ranking; it is meant to identify firms scaling in ways that support long-term client outcomes. The publication states the purpose is to surface RIAs demonstrating intentional, strategic growth rather than benefiting passively from market movements in an increasingly complex advisory landscape.
Based on the RIA Edge 100 firm dataset, Caprock’s profile highlights the intentional scaling of a boutique firm built to serve the complex needs of ultra-high-net-worth clients.
“From the very advent of the firm, Caprock has always been focused on improving the offering that we provide our clients and 100% focused on consistently improving that experience,” stated Bill Gilbert, Caprock Co-CEO. “Over the past two decades our approach has been to focus on adding resources and services geared toward the needs of our clients.”
For UHNW families, the question is rarely “Can a firm manage a portfolio?” It is “Can a firm coordinate the full complexity over time?”
At Caprock, we remain steadfast in our focus on the aligned management of complex wealth, built around our clients’ complete balance sheet and needs.
Caprock has earned several awards and recognitions. See the full list here.
