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CAPTRUST Ranks #27 in Barron’s Top 40 RIA Firms List

CAPTRUST has been recognized on the 2018 Barron’s Top 40 RIA Firms list, which is made up of independent advisory firms. This annual list weighs dozens of qualitative and quantitative components when ranking firms.

CAPTRUST, one of the nation’s leading independent wealth management and institutional investment advisory firms, is pleased to announce it has been recognized on the Barron’s list of Top 40 RIA Firms.

The list, included in the article linked below, ranks the leading independent advisory firms. The ranking weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms.

This year, Barron’s expanded the list to 40 spots (from 30 last year and 20 in 2016), to make room for the explosive growth of elite firms. CAPTRUST was ranked number 27.

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CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, endowments and foundations, and executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets from its offices located across the U.S.