Daniel Urban is an institutional retirement plan advisor based in Warren, NJ.
CAPTRUST welcomed Daniel in 2021, and he currently serves as a senior vice president and financial advisor. Dan provides retirement plan advisory services to corporate and non-profit defined contribution plan sponsors. He is experienced in investment analysis and oversight, fiduciary process, plan design, fee benchmarking due diligence, and vendor selection and monitoring. Dan offers his clients valued industry perspective, experience, and expertise to thoughtfully guide their decision-making, while ensuring a prudent process and pursuit of their plan’s measures of success remain front of mind.
Dan joined CAPTRUST from Portfolio Evaluations, Inc. (PEI), where he served as senior financial consultant for the firm.
Dan holds a Bachelor of Arts degree in business and economics from Ursinus College. He is also an active member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the Qualified Plan Financial Consultant (QPFC) and Tax-Exempt & Governmental Plan Consultant (TGPC) Designations through ASPPA.
Outside of work, Dan enjoys spending time on the Jersey shore; rooting for the New York Mets, Jets, Rangers, and Knicks; and spending time with his wife, two children, family, and friends.
Education
- Bachelor of Arts degree in business and economics from Ursinus College
Industry Designations
- Qualified Plan Financial Consultant
- Tax-Exempt And Governmental Plan Consultant
Industry Involvement
- Alumni Advisor, UCIMCO – Ursinus College Investment Management Company (Student-managed investment fund)
Memberships
- Member, American Society of Pension Professionals and Actuaries (ASPPA)
- Member, National Association of Plan Advisors (NAPA)
- Member, National Tax-Deferred Savings Association (NTSA)
Awards & Recognition
- National Association of Plan Advisors (NAPA) Aces: Top 100 Retirement Plan Advisors Under 40 | 2023 and 2025
- NAPA Top DC Advisor Teams | 2022, 2024, and 2025 (CAPTRUST Warren)
- Barron’s Top Institutional Consulting Teams | 2023, 2024, and 2025 (CAPTRUST Team Warren)
- Barron’s Top Institutional Consultants | 2020 and 2021 (Portfolio Evaluations, Inc.)
- PLANADVISER Top 100 Retirement Plan Advisers (Portfolio Evaluations, Inc.) | 2018, 2019, and 2021
- National Association of Plan Advisors (NAPA), Top Defined Contribution (DC) Advisor Multi-Office Firm (Portfolio Evaluations, Inc.) | 2020
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.