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

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FRANKLIN, Tenn.--(BUSINESS WIRE)--Apr 9, 2026--

CapWealth, a $2B RIA, today announced that its Founder and Chief Investment Officer, Tim Pagliara, has been recognized on two of Forbes’ advisor rankings for 2026. Pagliara was ranked #1 in Tennessee (Nashville) on the Forbes Best-In-State Wealth Advisors list and #243 nationally on the Forbes America’s Top Wealth Advisors list.

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Timothy Pagliara, founder, chairman, and chief investment officer at CapWealth

Pagliara’s continued recognition reflects a long track record of excellence in wealth management. In addition to his 2026 rankings, he has been named to the Forbes Top 250 Wealth Advisors list each year since 2024, along with repeated recognition on the Forbes Best-In-State Wealth Advisors list, where he has ranked #1 in Tennessee five times since 2018.

“This recognition reflects the consistency of our team and the way we approach serving clients,” said Pagliara. “We take that responsibility seriously, and we’re focused every day on delivering thoughtful guidance and a high level of service. It’s rewarding to see that approach recognized.”

CapWealth works with individuals and families, focusing on long-term relationships and a clear understanding of each client’s priorities. The firm takes a steady, hands-on approach, combining investment management with broader financial planning to help clients make thoughtful decisions and stay on track over time.

The Forbes rankings, developed by SHOOK Research, are based on a combination of quantitative and qualitative criteria, including in-depth advisor interviews, client impact, industry experience, compliance records, and assets under management. The 2026 rankings are based on data from June 30, 2024 through June 30, 2025.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

CapWealth is not affiliated with Forbes. Rankings within Forbes Best-In-State Wealth Advisors are based on data and criteria gathered and developed by Shook Research, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. A more thorough disclosure of the criteria used in making these rankings is available byclicking on this link.

About CapWealth

CapWealth Group LLC is an independent, SEC-registered investment advisor and multifamily office based in Franklin, Tennessee, with approximately $2 billion in assets under management. The firm is committed to helping individuals and families build and preserve wealth through personalized, fiduciary advice and portfolio management grounded in transparency.

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CONTACT: Tyler Bachik

Gregory for CapWealth

[email protected]

610-849-6806

KEYWORD: TENNESSEE UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: CapWealth Group LLC

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PUB: 04/09/2026 12:37 PM/DISC: 04/09/2026 12:37 PM

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