AGP Picks
View all

Three Seventy2 Capital advisors land on AdvisorHub's 2026 Advisors to Watch list

Aug. 28, 2026
By AI, Created 12:25 UTC, Aug 28, 2026, AGP -

Seventy2 Capital Wealth Management said three of its advisors were named to AdvisorHub’s 2026 Advisors to Watch rankings. The recognition highlights Jim McCarthy, Steve Otten and Donald Dearie across both the over-$1 billion and under-$1 billion categories.

Why it matters: - The rankings put three Seventy2 Capital advisors on a national list that tracks advisor experience, growth, compliance and professionalism. - The recognition can strengthen Seventy2 Capital’s visibility with clients and prospects in the Washington, DC-Baltimore region and beyond.

What happened: - Seventy2 Capital Wealth Management announced that Jim McCarthy, Steve Otten and Donald Dearie were named in the 2026 AdvisorHub Advisors to Watch rankings. - McCarthy ranked No. 247 on the Advisors to Watch list for advisors with more than $1 billion. - Otten ranked No. 263 on the Advisors to Watch list for advisors under $1 billion. - Dearie ranked No. 320 on the Advisors to Watch list for advisors under $1 billion. - Seventy2 Capital is headquartered in Bethesda, Maryland, and operates as an independent wealth management practice in the Washington, DC-Baltimore region.

The details: - Thomas Fautrel, Seventy2 Capital president and co-founder, said the firm was proud of McCarthy, Otten and Dearie for earning the recognition. - Fautrel said the three advisors have shown dedication to client service, trusting relationships and thoughtful solutions. - McCarthy has more than 27 years of experience and leads the McCarthy Eljdid Private Wealth Group of Seventy2 Capital Wealth Management. - McCarthy works with a select group of high-net-worth individuals, families, businesses and foundations. - McCarthy holds the Certified Retirement Counselor and Certified Investment Management Analyst designations. - Otten has more than 15 years of industry experience. - Otten holds the CERTIFIED FINANCIAL PLANNER certification and the Chartered Retirement Planning Counselor designation. - Otten focuses on predictable retirement income, wealth accumulation, preservation, risk management, tax-efficient strategies and legacy planning. - Otten also works with alternative investments and non-correlated assets to support diversified strategies. - Dearie entered financial services in 2008. - Dearie focuses on client education and works with affluent individuals and families, corporate executives, business owners, foundations and endowments. - Dearie holds the Chartered Retirement Planning Counselor designation and the CERTIFIED FINANCIAL PLANNER certification. - Wells Fargo Advisors Financial Network said it does not provide legal or tax advice and encourages clients to consult a tax advisor for specific situations. - Seventy2 Capital says it is a full-service, independent wealth management practice that develops customized strategies for individuals, families and business owners. - Seventy2 Capital says it was also recognized as a Barron’s Top 250 Private Wealth Management Team in 2026. - The company’s website is more information. - The firm’s LinkedIn page is company social media.

Between the lines: - The AdvisorHub list appears to reward business quality signals more than market returns, since investment performance is not a criterion. - For Seventy2 Capital, placing three advisors on the list suggests depth across senior talent rather than a one-person brand. - The firm is leaning on third-party recognition to reinforce its positioning as an independent wealth management practice.

What's next: - Seventy2 Capital is likely to continue highlighting outside recognition as part of its client and advisor recruiting message. - McCarthy, Otten and Dearie will likely use the rankings to support their client-facing credibility heading into the next planning cycle. - AdvisorHub’s criteria mean future placements will depend on ongoing experience, assets under management, revenue, growth, compliance records and professionalism.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

Sign up for:

Industry Digest of Maryland

The daily local news briefing you can trust. Every day. Subscribe now.

By signing up, you agree to our Terms & Conditions.

Share this page:

Advanced Search Options

Search for:

Search scope:

Type:

Search in:

Date range:

The last

Sort by:

Sign up for:

Industry Digest of Maryland

The daily local news briefing you can trust. Every day. Subscribe now.

By signing up, you agree to our Terms & Conditions.