Top DC Honors from NAPA
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST on two prestigious lists for 2019: Top Defined Contribution (DC) Advisor Teams and Top DC Advisor Multi-Office Firms.
The Top DC Advisor Teams online list highlights the nation’s leading retirement plan advisory firms. This year’s list includes 25 CAPTRUST teams—garnering the firm more spots on the list than any other retirement plan advisor firm recognized.
The Top DC Advisor Multi-Office Firms list, which highlights the nation’s leading retirement plan advisor firms, places CAPTRUST at number two—bumping the firm up a spot from last year.
To see the full listing of Top DC Advisor Teams, click here.
To see the full listing of Top DC Advisor Multi-Office Firms, click here.
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.