CAPTRUST has been named to the annual PLANADVISER Top 100 Retirement Plan Advisers list!
At more than $364 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement” and also named as a “Mega Team With More Than 300 Retirement Plans Under Advisement.” The firm was one of 16 Mega Teams included in this year’s PLANADVISER Top 100 Retirement Plan Advisers list.
Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. The Top 100 list is divided based on the number of advisors and number of total employees, and the four resulting categories are Individuals, Small Teams, Large Teams, and Mega Teams.
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $364 billion in client assets. An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. The firm also operates the CAPTRUST Community Foundation, a charity focused on meeting the needs of underserved children.