Non-branch Location
Riverside, CA 92501


Phone: 951.374.5500


Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Retirement Plan Sponsors


Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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We’re proud to offer our wealth management and investment advising services to communities like Riverside, CA. Working with our clients requires an objective approach to financial advising—not always guaranteed within our industry. By trusting in our expertise, you’ll gain access to investment resources that support your long-term goals.

Our Team

Teri Parker

Vice President,
Financial Advisor

Enriching the lives of our clients, colleagues, and communities by continuously striving to provide service beyond expectation is how we live the CAPTRUST mission to its fullest. Helping to improve the quality of our clients’ finances is tantamount to our practice.
Teri Parker


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.