On December 13, NAPA Net the Magazine, the official magazine of the National Association of Plan Advisors, published its Top Defined Contribution Advisor Multi-Office Firms List.
The magazine features a mix of in-depth articles and columns by prominent thought leaders in the retirement plan industry and caters to an audience of practicing retirement plan advisors.
The list, which highlights the nation’s leading retirement plan advisor firms, places CAPTRUST at number three, with more than $203 billion in defined contribution assets under advisement, 2,000 plans, and 5 million plan participants. The list also includes data on each firm’s location and year established.
To see the full listing click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.