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Bethesda Today
By the People, for the People
Seventy2 Capital Wealth Management Named to 2025 Forbes Americas Top Wealth Management Teams
Prestigious recognition for client-centered independent wealth management practice in Washington DC-Baltimore region
Published on Feb. 12, 2026
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Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced that they have been named to the 2025 Forbes Americas Top Wealth Management Teams: High Net Worth list. The firm's leadership cited the honor as recognition of the practice's rapid growth, hard work, and dedication to clients.
Why it matters
Being named to the prestigious Forbes list of top wealth management teams is a significant achievement that highlights Seventy2 Capital's expertise in preserving and growing multigenerational wealth for high-net-worth clients. The recognition also underscores the firm's independent, client-focused approach in a competitive wealth management landscape.
The details
The Forbes list tracks 100 wealth management teams with cumulative assets of more than $387 billion. Teams included tend to have multiple financial advisors with various areas of expertise, as well as proven track records. Seventy2 Capital, for example, has over 80 advisors providing services for retirement, education, executive, corporate, and estate planning.
- Seventy2 Capital was named to the 2025 Forbes Americas Top Wealth Management Teams: High Net Worth list in November 2025.
- The Forbes list was compiled by SHOOK Research based on data from the time period of March 31, 2024 to March 31, 2025.
The players
Seventy2 Capital Wealth Management
A client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region.
Paul Carlson
CEO & Co-Founder of Seventy2 Capital.
Tom Fautrel
President & Co-Founder of Seventy2 Capital.
Forbes
A prestigious publication that compiles the annual list of top wealth management teams.
SHOOK Research
The research firm that compiled the data and rankings for the Forbes list using quantitative and qualitative methods.
What they’re saying
“It is an honor to once again be recognized by Forbes as a top team in the country.”
— Paul Carlson, CEO & Co-Founder, Seventy2 Capital
“Our practice continues to grow at a rapid pace; we are proud that our hard work and dedication to clients are being acknowledged by a prestigious publication.”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
The takeaway
Seventy2 Capital's inclusion on the prestigious Forbes list of top wealth management teams underscores the firm's commitment to providing exceptional, client-focused service and expertise in preserving and growing multigenerational wealth for high-net-worth individuals and families.
