Boise, ID September 18, 2024 – Caprock, a leading multi-family office Registered Investment Advisory (RIA) firm, has been named to Barron’s Top 100 RIA Firms list for the third consecutive year. The firm ranked No. 63 on the 2024 list, moving up from No. 78 the previous year.
Gregory Brown, co-CEO of Caprock, expressed his honor of being a part of this prestigious list for another year. “This recognition is a testament to our team’s dedication to providing high standards of wealth management over nearly two decades by focusing on the unique needs of our ultra-high net worth clients.”
Barron’s created its rankings to “shine a spotlight on the nation’s best wealth managers and raise standards in the industry,” according to the publication. The Top 100 RIAs list is based on assets managed by firms, growth, technology spending, succession planning, and other metrics.
Co-CEO Bill Gilbert added, “Affluent families have choices on which firms they want as partners, and our team takes pride in the fact that we are serving more families in a more robust way each year.” Caprock has also been included in Financial Advisor Magazine’s America’s Top RIA list and recognized by USA Today as a Best Financial Advisory Firm in 2024.
Caprock has earned several awards and recognitions. See the full list of awards and accolades.
See Barron’s full list of 2024 Top 100 RIAs here.
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.
