Wealth Management
Financial Planning
Dedicated Financial Advisors

Empowered by our clients, our experienced professionals are focused on serving individuals, families, and business owners seeking wealth management and investment advisory advice.

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.

Find an Advisor
in Your Area

Grow Your Wealth with Advisors You Can Trust

Personalized Retirement Planning

We offer best-in-class retirement planning, supported by highly specialized 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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Piggy Bank
$620 Billion
Client assets under advisement
$98 Billion
Client assets under management
75 Locations
Local presence with the strength of a national firm
Dedicated to providing objective fiduciary advice

The #1 Investment Advisory Firm in the Nation*

At CAPTRUST, we believe investment advisory 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!

Individual Investors
Individuals needing comprehensive wealth planning, risk management, and investment services tailored to their risk profile and goals.
Executives & Business Owners
Successful executives and business owners who need help managing their complex financial lives among the competing demands on their time.
Families with Complex Needs
Many families have considerations and require coordination that go beyond the scope of services that most wealth management firms can deliver.

Awards & Honors