Novare Capital Management Recognized for Team-Based, Multigenerational Advice in 2026 Awards and Rankings
EmitenTrust.com Recognition across the firm reflects Novare's depth of talent and long-term approach to serving client families
CHARLOTTE, N.C., Oct. 14, 2026 /PRNewswire/ -- Novare Capital Management, an independent, employee-owned Registered Investment Advisor (RIA) in Charlotte, today announced its 2026 awards and rankings from CNBC, InvestmentNews, Forbes, Worth, and ThinkAdvisor. The honors recognize Novare's team-based model for multigenerational wealth planning, which pairs client families with senior and next-generation advisors and an in-house research team so guidance stays consistent from one generation to the next.
Industry Awards & Recognition
- InvestmentNews Awards 2026 — Novare named an Excellence Awardee for RIA Team of the Year, recognizing the strength and collaboration of the firm's advisors.
- ThinkAdvisor Luminaries Awards 2026 — John Ryan, CFP®, Vice President and Wealth Advisor, named a finalist for Next-Gen Rising Stars, which honors individual professionals who have gone above and beyond in their early careers through leadership, innovation and industry engagement.
National Rankings
- CNBC 2026 Financial Advisor 100 — Novare named to CNBC's 2026 Financial Advisor 100, an annual list of the top registered investment advisor firms in the U.S.
- Forbes Best-In-State Wealth Advisors — J. Whitfield Wilks, J.D., CFP®, Managing Director, Chief Compliance Officer and Wealth Advisor, named to Forbes' 2026 Best-In-State Wealth Advisors list for North Carolina, which ranks wealth advisors state by state.
- InvestmentNews 5-Star Wealth Management Teams — Novare named to InvestmentNews' 2026 5-Star Wealth Management Teams list, which recognizes wealth management teams nationwide selected through the publication's 5-Star program.
- Worth's Top RIA Firms 2026 — Novare named to Worth's 2026 list of top RIA firms, selected through the magazine's Leading Advisor program.
"When a family starts working with us, we want them to know more than one person at Novare," said Anne McPhail, CFP®, Managing Director at Novare Capital Management. "They have a senior advisor, a next-generation advisor, and the analysts who research the companies in their portfolio. We want to know our clients and their families well enough to be the first call when they have a question, a decision to make or something changes in their lives. The accolades our team has earned this year are meaningful recognition of the depth of experience and expertise we bring to those families every day."
To learn more about Novare Capital Management, visit: www.novarecapital.com.
About Novare Capital Management
Novare Capital Management is an independent, employee-owned Registered Investment Advisor (RIA) based in Charlotte, North Carolina. Founded in 1999, the firm oversees more than $2 billion in assets and provides comprehensive wealth management services to individuals, families, business owners, and corporate executives. Novare offers customized individual-securities portfolios supported by an in-house research team, giving clients direct access to the professionals who manage their wealth. The firm pairs senior and next-generation advisors to support seamless guidance across generations and help families preserve and transfer wealth with clarity, purpose, and confidence. For more information, visit www.novarecapital.com.
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SOURCE Novare Capital Management