Novare Capital Management Recognized for Multigenerational Wealth Planning Approach in 2026 Awards
Novare Capital Management, an independent RIA based in Charlotte, North Carolina, has received multiple awards and rankings from industry publications including CNBC, InvestmentNews, Forbes, Worth, and ThinkAdvisor. The recognition highlights the firm's team-based approach to multigenerational wealth planning, which pairs client families with senior advisors, next-generation professionals, and a dedicated research team. The honors include being named an Excellence Awardee for RIA Team of the Year by InvestmentNews and inclusion in CNBC’s Financial Advisor 100. John Ryan was recognized as a finalist for Next-Gen Rising Stars at ThinkAdvisor Luminaries Awards, while J. Whitfield Wilks made Forbes’ Best-In-State Wealth Advisors list. Anne McPhail emphasized that Novare's model ensures clients have consistent support across generations and life transitions. The firm manages over $2 billion in assets and provides customized wealth management services to individuals and families.
