CapWealth's Tim Pagliara Ranks #1 in Tennessee, Cracks Top 250 Nationwide on Forbes 2026 Lists

The prominent wealth manager and investment advisor is recognized as a top financial leader in his home state and across the country.

Apr. 9, 2026 at 6:32pm

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A minimalist, photorealistic studio still life featuring a stack of financial documents, a pen, and a polished metal paperweight on a clean, monochromatic background, symbolizing the precision and attention to detail that CapWealth brings to wealth management.CapWealth's founder Tim Pagliara's top rankings on the prestigious Forbes lists highlight the firm's expertise and leadership in the wealth management industry.Franklin Today

Tim Pagliara, the founder and chairman of CapWealth, a leading independent wealth management firm based in Franklin, Tennessee, has been ranked #1 in Tennessee and cracked the top 250 nationwide on the prestigious Forbes 2026 lists of top financial advisors.

Why it matters

Pagliara's high rankings on the Forbes lists are a significant achievement that highlights his expertise, leadership, and the success of CapWealth in serving clients across the Southeast. As an independent wealth manager, Pagliara's recognition demonstrates the growing influence of boutique financial firms in challenging the dominance of larger Wall Street institutions.

The details

The Forbes rankings are based on a rigorous evaluation of factors such as assets under management, industry experience, regulatory and compliance records, and client retention rates. Pagliara, who founded CapWealth in 2001, has built the firm into a respected player in the wealth management industry, providing comprehensive financial planning and investment advisory services to high-net-worth individuals, families, and institutions.

  • The Forbes 2026 lists were published on April 9, 2026.

The players

Tim Pagliara

The founder and chairman of CapWealth, a leading independent wealth management firm based in Franklin, Tennessee.

CapWealth

A prominent independent wealth management firm founded by Tim Pagliara in 2001, providing comprehensive financial planning and investment advisory services to high-net-worth individuals, families, and institutions.

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What they’re saying

“I am honored to be recognized by Forbes as a top financial advisor in Tennessee and among the best in the country. This achievement is a testament to the hard work and dedication of the entire CapWealth team, who are committed to delivering exceptional service and results for our clients.”

— Tim Pagliara, Founder and Chairman, CapWealth

The takeaway

Pagliara's top rankings on the Forbes lists solidify CapWealth's reputation as a leading independent wealth management firm in the Southeast, challenging the dominance of larger Wall Street institutions and demonstrating the growing influence of boutique financial firms in serving high-net-worth clients.