ATLANTA – May 23, 2025 – Capital Investment Advisors is proud to announce that it has been recognized as one of InvestmentNews’ “Top Independent HNW Teams of 2025” and was among 20 firms chosen in the Southeast Region. According to InvestmentNews, the selection process relies solely on objective, independent data such as:
- SEC filings: Evaluated based on submissions between January 2024 and December 2024. If multiple filings were submitted, the most recent one was used.
- AUM requirement: Firms must manage at least $100 million in assets.
- Independent ownership: Firms must be independently owned, as determined by Discovery Data’s methodology.
- Registration status: Firms cannot be dually registered as BD-RIA firms.
- No broker-dealer affiliation: Firms must operate without a broker-dealer affiliation.
- Client base: Each firm must serve at least 100 households, including individuals and HNW clients.
“I am so proud of the hard work and dedication of the entire team at Capital Investment Advisors,” says Robert Sanders, firm President, Partner, and Chief Financial Officer. “We believe recognition in our industry is an affirmation of the incredible effort put forth by every single advisor and team member here. At CIA, we have built an incredible work family that is committed to helping our client families sleep well at night. There is simply nothing more rewarding or humbling than that.”
For the complete list of financial firms and more information on the ranking methodology, please see the official announcement by InvestmentNews on their site. To learn more about Capital Investment Advisors, please visit YourWealth.com.
About Capital Investment Advisors
Capital Investment Advisors is a fee-only financial advisory and asset management firm based in Atlanta. Since 1996, CIA has provided clients with financial strategy and management tailored to the client’s individual circumstances and objectives. The firm currently manages more than $6.5+ Billion in assets. For more information on Capital Investment Advisors, please visit www.YourWealth.com or call 404-531-0018.
On March 26, 2025 , InvestmentNews recognized Capital Investment Advisors, LLC (“CIA”) as one of its “Top Independent High-Net-Worth Advisors – 2025.” The selection was primarily based on information found in CIA’s 2024 SEC regulatory filings (e.g., Form ADV). CIA was among the twenty Top Independent High Net-worth Advisors in the Southeastern Region.
This recognition and the due diligence process conducted are not indicative of the advisor’s future performance or any one client’s experience. Your experience may vary.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Investment Advisors, LLC (“CIA”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA or any of its financial advisors by any of its clients. CIA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
