Steve Wilt is an institutional retirement plan advisor based in Akron, OH.
Steve joined the firm in 2009 and established the Akron location. As an institutional advisor, he provides investment advisory services to fiduciaries of corporate retirement plans, endowments, and foundations. He is also the co-author of The 401(k) Sales Champion, an early guide for advisors serving the retirement plan market.
In addition to his client work, Steve is deeply involved in nonprofit leadership and community engagement. He supports numerous organizations throughout the Akron community. His board and leadership experience includes service with the Greater Akron Chamber, GAR Foundation, United Way of Summit and Medina Counties, St. Sebastian Foundation, Julie Billiart Schools, Goodwill Industries of Akron, and the University of Akron College of Business Alumni Board.
Steve earned a Bachelor of Science in Business Administration in international marketing from the University of Akron.
Outside of work, Steve enjoys spending time with his wife, Holly, and their two children, Charlotte and Charlie.
Education
- Bachelor of Science in Business Administration in international marketing, The University of Akron
Industry Designations
- Certified Investment Management Analyst®
Memberships
- Board Member, Greater Akron Chamber of Commerce
- Board Member, Trustee, the GAR Foundation
- Board member, United Way of Summit and Medina counties
- Board Member, St. Sebastian’s Foundation Board
- Board Member, The University of Akron College of Business
- Emeritus Board Member, the Julie Billiart School at St. Sebastian’s
- Honoree Board Member, Goodwill Industries of Akron
- Chair, CAPTRUST Inclusion and Diversity Committee
- Host of the CAPTRUST Alcohol Free Challenge
- 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 | 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, and 2026 (Team Wilt)
Disclosures
- 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 2026 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, 2025. 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.