CAPTRUST on Barron’s Top 100 for 2025
Prestigious list spotlights nation’s best institutional advisor teams
Twenty-three CAPTRUST advisor teams made Barron’s 2025 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 New York | Boston, led by Earle Allen, Michael Sanders, Emily Wrightson, and Michael Volo
- #7 – Team Chicago, led by Tim Egan, Dan George, and Dan Simon
- #9 – Team Allentown, led by Jim Edwards, Wes Schantz, and Jeff Loehwing
- #10 – Team Warren, led by Michael Sasso, Attila Toth, and Richard Torbinski
- #12 – Team Southfield & Grand Rapids, led by Dori Drayton and Susan Shoemaker
- #14 – Team Stanicek, led by Jason Stanicek
- #15 – Team Schmitt, led by Barry Schmitt
- #16– Team Dallas, led by John Pickett and Travis Whitten
- #20 – Team Doylestown, led by Chris Kulick, Paul Schaffer, Scott Wertheim, and Sean Teesdale
- #21 – Team Denver, led by Sarah Falgiatano, Drew McCorkle, Paul Schreder, and Kevin Yoshida
- #29 – Team Esch, led by Dan Esch
- #31 – Team Schott, led by Stephen Schott
- #35 – Team Strickland, led by Jon Strickland
- #39 – Team Eskamani, led by Shaun Eskamani
- #40 – Team Bailey, led by Eric Bailey
- #45 – Team Strodel, led by Jim Strodel
- #48 – Team Des Moines, led by Jean Duffy and Andrew Shimp
- #53 – Team Birmingham, led by Paul Owen and Beau Williams
- #56 – Team DiGiacomo, led by Dan DiGiacomo
- #65 – Team Wilt led by Steve Wilt
- #91 – Team Duex, led by Devyn Duex
- #92 – Team Pratico, led by Mike Pratico
- #93 – Team Atlanta, led by Philly Jones, Evan Melcher, and Zack Sadler
View the full Barron’s list is here.
Disclosure: CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking are based on a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please see go here.