CAPTRUST on Barron’s Top 100 for 2024

Prestigious list spotlights nation’s best advisor teams

Twenty-two CAPTRUST advisor teams made Barron’s 2024 Top 100 Institutional Consulting Teams list. Since 2004, the financial news organization has ranked the best institutional advisors in the U.S., based on revenue, assets, and quality of practice.

These CAPTRUST teams and their key advisors are:

#2 – Team Chicago, led by Tim Egan, Dan George, and Dan Simon 
#3 – Team New York | Boston, led by Michael Volo and Michael Sanders 
#6 – Team Warren, led by Michael Sasso, Attila Toth, and Richard Torbinski 
#7 – Team Allentown, led by Jim Edwards, Wes Schantz, and Jeff Loehwing 
#12– Team Dallas, led by John Pickett  and Travis Whitten 
#21 – Team Stanicek, led by Jason Stanicek 
#22 – Team Schott, led by Stephen Schott 
#25 – Team Doylestown, led by Chris Kulick, Paul Schaffer, Scott Wertheim, and Sean Teesdale 
#31 – Team Strickland, led by Jon Strickland 
#33 – Team Atlanta, led by Philly Jones, Evan Melcher, Zack Sadler, and Drew McCorkle 
#34 – Team Esch, led by Dan Esch 
#35 – Team Eskamani, led by Shaun Eskamani 
#38 – Team Schmitt, led by Barry Schmitt  
#41 – Team Bailey, led by Eric Bailey 
#43 – Team Strodel, led by Jim Strodel  
#49 – Team Southfield & Grand Rapids, led by Dori Drayton and Susan Shoemaker 
#56 – Team Birmingham, led by Paul Owen, Phil Anderson, and Beau Williams 
#57 – Team Wilt: Steve Wilt, Paul Stibich, and Grey Kennedy 
#61 – Team DiGiacomo, led by Dan DiGiacomo 
#68 – Team Des Moines, led by Jean Duffy and Andrew Shimp 
#95 – Team Pratico, led by Mike Pratico 
#99 – Team Duex, led by Devyn Duex 

The full Barron’s list is here