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

For the eleventh consecutive year, CAPTRUST has been ranked as the largest registered investment advisor in the United States. (2016-2026)

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’s ranking on the “Financial Advisor magazine’s 2026 RIA ranking” was based on CAPTRUST’s total assets under advisement as of December 31, 2025. CAPTRUST or its advisors did not pay a fee to Financial Advisor magazine to obtain the ranking, but did purchase the rights to use the award logo.