Caprock Jumps to No. 74 in Second Appearance on the Annual List
BOISE, Idaho, July 17, 2024 — Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, has once again been recognized by Financial Advisor Magazine as one of the nation’s top RIA firms.
The 2024 list ranked firms based on last year’s assets. Caprock was No. 74 on the list of Top RIAs with more than $1 billion in assets. The firm ranked No. 85 on the 2023 list.
“We are proud and honored to be recognized as a leading family office,” said Gregory Brown, Caprock’s co-CEO. “Our aligned approach to delivering bespoke portfolios with access to world-class investment access is something our clients greatly appreciate. Being recognized by our peers as well is icing on the cake.”
Financial Planning’s ranking is based on data submitted by participating RIAs. In addition to 2023 assets, the list calculates the percent increase in assets, assets per client, and growth in assets per client.
Caprock Co-CEO Bill Gilbert added, “Caprock takes a deliberate approach to growth. Our first responsibility is the delivery of personalized, conflict-free wealth management. Our growth has always been designed to better enable us to fulfill that responsibility to our clients.”
Caprock has earned several awards and recognitions. View the full list of awards and accolades.
To learn more and view the complete list of top RIA firms, visit Financial Advisor Magazine’s website.
