On September 12, 2025, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #77 of Top 100 RIA Firms
Capital Investment Advisors is proud to announce that Barron’s has named Capital Investment Advisors, LLC as one of the 2025 top 100 RIA Firms. On September 12, 2025, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #77 of Top 100 RIA Firms. Rankings were based on assets managed by the firms, growth, technology spending, succession […]
Jeff Lloyd Featured in MarketWatch
Recently, Wes Moss was featured in a MarketWatch article on secrets to successfully taking RMDs – and minimizing taxes while doing it. Read the excerpted section of the article below. ‘A well-crafted plan should be personalized to align with income needs, charitable intentions, and legacy planning objectives,’ says Jeff Lloyd, investment adviser representative at Capital […]
On September 5th, 2025, Atlanta Business Chronicle ranked Capital Investment Advisors #13 on their Atlanta’s 25 Largest Money Managers list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2025 Atlanta’s 25 Largest Money Managers list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in the city based […]
On September 5th, 2025, Atlanta Business Chronicle ranked Capital Investment Advisors #15 on their Atlanta’s 25 Largest Financial Planning & Advisory Firms list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2025 Atlanta’s 25 Largest Financial Planning & Advisory Firms list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in […]
Wes Moss Featured on The Motley Fool Money Podcast
Wes Moss recently made a captivating appearance on The Motley Fool Money Podcast, delving into the Happiest Retirees. The episode goes beyond the surface, engaging in a much deeper discussion with Wes about how the current bull market compares to those of the past, estimates for the future returns from stocks, and how to make […]
Wes Moss Featured in MarketWatch
Recently, Wes Moss was featured in a MarketWatch article on the most overlooked threat to retirement success. Read the excerpted section of the article below. “Maintaining discipline is key to a successful and happy retirement,” — Wesley Moss, CFP, Managing Partner and Chief Investment Strategist at Capital Investment Advisors “While there’s no one-size-fits-all approach to retirement, […]
On June 18, 2025, SmartAsset Named Capital Investment Advisors One of the Top 10 Financial Advisor Firms in Atlanta
Capital Investment Advisors is proud to announce that SmartAsset has named Capital Investment Advisors, LLC as one of the top 10 Financial Advisor Firms in Atlanta, Georgia on June 18, 2025, based on current publicly available data. SmartAsset’s financial experts vetted all registered investment advisors (RIAs) in Atlanta to find the top firms. Please see […]
Capital Investment Advisors Named to InvestmentNews’ 2025 List of Top Financial Advisor Teams in the USA
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 […]
Wes Moss featured in Atlanta Magazine’s 2025 Atlanta 500: Professionals
Recently Wes Moss was featured in Atlanta Magazine’s 2025 Atlanta 500: Professionals list for hosting Money Matters. Here’s what Wes had to say when asked why he chose this work: “When I was growing up, my dad was a large-animal vet. After going with him on a 5 a.m. farm call, I decided there was […]
Capital Investment Advisors Promotes Four to Partner
ATLANTA – February 12, 2025 – Capital Investment Advisors, a $6+ Billion Atlanta-based RIA firm, announced today that it has promoted Amanda Lewis, Connor Miller, Joel Dean, and Dan Abramowitz to partner. Partnership was offered to these team members based on merit and a consistent, demonstrated commitment to the firm’s mission to help families retire […]
