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Retirement Plans
Barron's announcement

Barron’s Honors 17 CAPTRUST Institutional Advisor Teams

For this ranking, Barron’s recognizes the nation’s top teams specializing in investment consulting for defined contribution and defined benefit plans, endowments, and foundations.

Seventeen CAPTRUST advisor teams were recently named to Barron’s prestigious 2021 Top 100 Institutional Consulting Teams list. The teams and their lead advisor were ranked as follows:

CAPTRUST advisors gained six additional spots on the coveted list, which was increased this year to the top 100 teams, from 50 last year. The firm represents nearly 20 percent of the 100 spots for 2021.

For this ranking, Barron’s recognizes the nation’s top teams specializing in investment consulting for defined contribution and defined benefit plans, endowments, and foundations.

Nominees were evaluated on a range of criteria, including institutional investment assets overseen by the team, client tenure, revenue generated by those assets, number of clients served by the team, and the number of team members. The Barron’s scoring systems also considered teams’ advanced professional designations.

The full list can be viewed here. Congratulations to all the winners!