Rick Shoff, CM&AA®

Managing Director,
Advisor Group

Education & Other Highlights

Rick focuses on driving organic and inorganic growth for the firm and is based out of Doylestown, Pennsylvania.

Rick heads up the acquisition integration team and serves on the firms leadership team. As an industry influencer and managing director within CAPTRUST’s Advisor Group, his contributions to firm-wide initiatives are extensive. This includes driving practice management discussions, initiating opportunities to support the needs of our financial advisors, and strategizing on deployment of company resources.

Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation. He has worked in the industry since 1983.

When he is not in the office or with a client, Rick enjoys golfing.


  • Bachelor of Science degree in business administration from Lebanon Valley College

Industry Designations

  • Certified Merger & Acquisition Advisor® (CM&AA)

Awards & Recognition

  • 401(k)Wire 100 Most Influential People in the 401(k) Industry


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.