ATLANTA – September 23, 2021 – Today, Capital Investment Advisors is proud to announce that Managing Partner and Chief Investment Strategist Wes Moss has been named by Barron’s as one of the country’s Top 100 Independent Advisors. Moss appears at #74 on this year’s list. This list can be found here: https://www.barrons.com/advisor/report/top-financial-advisors/independent
According to Barron’s, these rankings reflect the volume of assets overseen by the advisor and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.
“Being on Barron’s Top 100 Independent Advisors list is a tremendous honor. Making this list is a testament to the work and success of our team at Capital Investment Advisors. I’m also proud of our ongoing commitment and dedication to helping families find happiness in retirement.”
In addition to his work with Capital Investment Advisors, Moss is the host of Money Matters, a weekly call-in financial show on 95.5 WSB – Atlanta’s News and Talk and host of Retire Sooner, a biweekly podcast where Wes shares key lifestyle and money habits to prepare for a secure future. Moss is also the author of four books, including his newest release What The Happiest Retirees Know; serves as financial columnist for The Atlanta Journal-Constitution; acts as editor of WesMoss.com; and is a frequent resource for journalists across all mediums – print, tv, radio, and online. Barron’s has named Moss one of America’s top 1,200 Financial Advisors every year since 2014.
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 $2.5 billion in assets. For more information on Capital Investment Advisors, please visit www.YourWealth.com or call 404-531-0018.
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To view the full list of advisors across the US, click here.
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. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Therefore, individuals who did not submit an application for consideration were excluded and may be equally qualified. Rankings are generally limited to participating advisors. CIA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional information about the criteria for the ranking is provided below.
Barron’s magazine “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Wes Moss was ranked #90 in 2017, #65 in 2019, #53 in 2020, and #74 in 2021. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.