Steve Wilt is an institutional retirement plan advisor based in Akron, OH.
Steve joined CAPTRUST in 2009, opening the CAPTRUST Akron office. As an institutional advisor, Steve provides investment advisory services to fiduciaries of corporate retirement plans as well as endowments and foundations.
His passion for helping hard-working Americans achieve retirement success has led to extensive recognition. As an industry expert, he is a national speaker on retirement issues. PLANSPONSOR magazine recognized Steve and his team with the inaugural Retirement Plan Advisor Team of the Year award in 2007.
Additionally, the CAPTRUST Akron team has been in Barron’s over the last five years as one of the top 50 institutional advisor teams in the country. Steve was an inductee into the Plan Advisor Hall of Fame in 2011 and was also recognized in 2008 by 401k Wire as one of the Top 100 Most Influential People in 401(k).
He is co-author of the book The 401k Sales Champion, which was one of the first guides for advisors on how to sell and service corporate retirement plans.
During his time at CAPTRUST, Steve has received the two highest advisor honors: Rainmaker in 2010 and Financial Advisor of the Year in 2011 and 2016.
Steve’s other passion is working with nonprofits, helping them to deliver on their mission and to fundraise. He serves as a board member and holds various leadership positions for the Greater Akron Chamber, the GAR Foundation, the United Way of Summit and Medina Counties, St. Sebastian’s Foundation, the University of Akron College of Business Alumni Board, Julie Billiart Schools, Goodwill Industries of Akron, and is an active supporter of Love Akron, receiving the Love Akron Change Maker Award in 2023.
Steve serves as the chair for the CAPTRUST Inclusion and Diversity Committee. He is also a committee member of the United Way Strategic Planning and Diversity, Equity and Inclusion Committee.
He is the creator and host of the CAPTRUST Alcohol-Free Challenge, which began in 2024. Previously, Steve served 16 years on the Summa Foundation Board in multiple leadership roles. He chaired the Summa Foundation Golf Outing for five consecutive years.
Steve and his wife, Holly, have been the chair couple for the Summa Sapphire Ball, the Stan Hywet Gala, the St. Sebastian September Spectacular, Archbishop Hoban’s Extravaganza, the Love Akron Breakfast, and the Firestone Ambassador of Golf live auction.
Steve is a graduate of Leadership Akron, past president of the Akron City Club Board, and prior board member of Portage Country Club. He is a graduate of The University of Akron, where he attained his BSBA in international marketing and was awarded the 2012 Simonetti Distinguished Alumni Award.
He earned his Certified Investment Management Analyst (CIMA) designation through the Wharton School of the University of Pennsylvania.
Steve and his wife, Holly, live in West Akron and have two children, Charlotte and Charlie.
Education
- Bachelor of Science in Business Administration degree with a concentration in international marketing from The University of Akron
Industry Designations
- Certified Investment Management Analyst®
Memberships
- Board Member, Greater Akron Chamber of Commerce
- Educator Initiative Grant Liaison, the GAR Foundation
- Board member, United Way of Summit and Medina counties
- Board Member, St. Sebastian’s Foundation Board
- The University of Akron College of Business Alumni Vice Chair
- Emeritus Board Member, the Julie Billiart School at St. Sebastian’s
- Honoree Board Member, Goodwill Industries of Akron
- Chair, CAPTRUST Inclusion and Diversity Committee
- Committee member, United Way Strategic Planning and Diversity, Equity and Inclusion Committee
- Event Chair, Summa Sapphire Ball
- Event Chair, the Stan Hywet Gala
- Event Chair, Archbishop Hoban Extravaganza
- Event Chair, St. Sebastian’s September Spectacular
- Event Chair, the Love Akron Breakfast
- Firestone Ambassador of Golf live auction
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, 2024, and 2025 (CAPTRUST Akron)
- Barron’s Top Institutional Consultants | Annually since 2018, CAPTRUST Akron, Team Wilt
- 401k Wire Top 100 Most Influential People in 401(k) | 2008
- ASPPA 401(k) Leadership Award Finalist | 2009
- CAPTRUST Advisor of the Year | 2011 and 2016
- CAPTRUST Rainmaker | 2010
- Financial Times 401 Top Retirement Plan Advisor | 2017, 2019 and 2020
- PLANSPONSOR Magazine Retirement Plan Adviser Team of the Year | 2007
- The University of Akron, Dr. Frank L. Simonetti Distinguished Business Alumni Award | 2012
- Plan Advisor Hall of Fame Inductee | 2011
- Love Akron Changemaker Awardee l 2023
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.