Dedicated Financial Advisors

Empowered by our clients, our experienced professionals are focused on serving individuals, families, and business owners seeking wealth management and investment guidance.

Expert Financial Advice that Evolves With You

Our seasoned advisors proudly offer thoughtful, unbiased, and holistic advice that coincides with your life plan.

Comprehensive Wealth Planning

As your trusted partner, we help you meet your financial goals — setting you and your family up for future success.

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Grow Your Wealth with Advisors You Can Trust

Personalized Retirement Planning

We offer best-in-class retirement planning, supported by highly specialized financial advisors.

Intuitive Wealth Management

We manage and monitor investment portfolios that are tailored to our clients’ needs.

Comprehensive Investment Services

We develop investment strategies based on our clients’ unique financial needs and goals.

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$1 Trillion

Client assets under advisement

Source: CAPTRUST – total client assets as of June 30, 2024.

$98 Billion

Client assets under management

Source: CAPTRUST – assets under management as of June 30, 2024.

90+ Locations

Local presence with the strength of a national firm

Source: CAPTRUST – as of June 30, 2024.

Independent

Dedicated to providing objective fiduciary advice

CAPTRUST is #1 on Financial Advisor magazine’s “2025 RIA Discretionary & Non-Discretionary AUM” for the 10th year in a row!

At CAPTRUST, we believe investment firms are only as strong as the people who deliver the advice. Our experts work with high-net-worth individuals to help grow their existing wealth and build a solid foundation for their financial future. We are the premier partner for financial planning and wealth management services. Find a local advisor near you and begin the conversation today!

Disclosure: CAPTRUST teams named on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” were based on CAPTRUST’s total assets under advisement as of December 31, 2024. CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain or use the ranking.