Jun 30, 2025 Three Seventy2 Capital Team Members named to AdvisorHub Advisors to Watch 2025
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, is excited to announce that three of our team members have been named on the AdvisorHub Advisors to Watch lists in 2025.
- Jim McCarthy, Senior Managing Director – #103 on 200 Advisors Over $1Bil
- Steve Otten, Executive Vice President – #16 on 250 Advisors Under $1B
- Michael Hartman, Executive Director – #55 on 100 Solo Advisors
AdvisorHub states that their goal behind the annual Advisors to Watch ranking is to highlight “high-quality advisors” in the United States who are growing their books of business and extending excellent client service. These rankings are based on three criteria: the scale of their businesses, year-over-year growth, and professionalism, to include regulatory record, years of experience, certifications, and community involvement. By looking at these factors, AdvisorHub aims to feature the most innovative and forward-thinking practices, not just the largest. Learn more here >>
Jim McCarthy is the Senior Managing Director of Seventy2 Capital’s Red Bank office. Additionally, as a Financial Advisor with more than 29 years of experience, Jim McCarthy helps guide his clients toward financial independence, enabling them to focus on their lives and the people who matter most to them. His team, the McCarthy Eljdid Private Wealth Group of Seventy2 Capital Wealth Management, helps a select group of high-net-worth individual clients, their families, businesses, and foundations to build, manage, preserve, and transition wealth.
Steve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients plan and pursue a predictable retirement income designed to support their desired lifestyle. He draws on over 18 years of industry experience, as well as professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, protection, and risk management to tax efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well diversified investment strategies and work towards his clients’ goals.
As Executive Director at Seventy2 Capital, Michael Hartman serves high-integrity and successful business owners, professionals, retired individuals, and families by providing comprehensive wealth management strategies and investment planning advice. He has developed a successful practice emphasizing long-term client relationships built on a foundation of ethics, respect, trust and quality personal service. Michael’s ultimate objective is to assist his clients in making educated, sensible financial decisions in order to help them enjoy their lives more fully.
About AdvisorHub Advisors to Watch
2025 AdvisorHub Advisors to Watch
The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
AdvisorHub 2025 Advisors to Watch 150 Advisors over $1Bil
The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
AdvisorHub 2025 Advisors to Watch 250 Advisors under $1Bil
The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
AdvisorHub 2025 Advisors to Watch 100 Solo Advisors to Watch
The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
About Seventy2 Capital
Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our client’s goals and values and then develop and implement customized strategies that fit those objectives. Seventy2 Capital has been recognized as a Barron’s Top 250 Private Wealth Management Team in 2024. For more information please visit www.seventy2capital.com.
2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source: Barrons.com).
The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. www.wfafinet.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.
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