Troy Anderson is an institutional retirement plan advisor based in Des Moines, IA.
Troy joined CAPTRUST in 2017. He serves as a vice president and financial advisor, responsible for providing defined contribution, defined benefit, and nonqualified plan advisory services to corporate fiduciaries. Troy helps clients build successful retirement plans by leveraging the firm’s resources to provide independent advice on investments, plan design, participant financial wellness and advice, fiduciary process, and vendor management.
Troy holds the Certified Plan Fiduciary Advisor (CPFA®) credential from the National Association of Plan Advisors (NAPA) and the Qualified 401(k) Administrator (QKA™) designation from the American Society of Pension Professionals & Actuaries (ASPPA). He has also completed NAPA’s Nonqualified Plan Advisor (NQPA) certification program.
Prior to joining the firm, Troy was a client manager at Wolin & Associates, Inc. When he is not in the office or with a client, you can find Troy spending time with his wife and their three boys.
Education
- Bachelor of Science degree in business from Trinity International University
- Master of Arts degree in sports administration from Northwestern University
Industry Designations
- Certified Plan Fiduciary Advisor
- Qualified 401(k) Administrator
- Nonqualified Plan Consultant
Industry Involvement
- Programming Committee Member, Central Iowa Society for Human Resource Management (SHRM)
Memberships
- Member, National Association of Plan Advisors
- Member, American Society of Pension Professionals and Actuaries
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, 2024, and 2025 (CAPTRUST West Des Moines)
- NAPA Aces: Top 100 Retirement Plan Advisors Under 40 | 2024 and 2026
- Barron’s Top 50 Institutional Consulting Teams | 2019 and 2022 (Team Des Moines)
- Barron’s Top 100 Institutional Consulting Teams | 2023, 2024, 2025 (Team Des Moines)
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.