Evan Melcher is an institutional retirement plan advisor based in Alpharetta, GA.
Evan is a seasoned financial advisor at CAPTRUST, specializing in investment advisory services for fiduciary investors, including retirement plan committees and nonprofit trustees. With a career spanning over two decades, Evan’s expertise extends across various industries, with a particular focus on law firm clients nationwide.
Before joining CAPTRUST in 2019, Evan was a partner and investment advisor at FiduciaryVest. He holds a Bachelor of Arts in business administration from Furman University and an MBA with a concentration in finance from Rollins College. Evan is also accredited with several industry designations, including Accredited Investment Fiduciary®, Accredited Retirement Plan Consultant, Certified Investment Management Analyst®, and Certified Plan Fiduciary Advisor.
Evan is a dedicated advocate for retirement education and co-founded the Pension Education Council of Atlanta, where he previously served on the board of directors. His contributions to the field have been recognized by the Financial Times, which named him among the 401 Top Retirement Advisors. Additionally, the CAPTRUST Atlanta team has been honored on Barron’s Top 100 Institutional Consulting Teams list and recognized by NAPA as one of the Top DC Advisor Teams.
Outside of his professional life, Evan enjoys hiking, traveling, and spending time with his family on their horse farm in Georgia. He is also deeply committed to community service and serves as a leader at Congregation Beth Israel in North Georgia.
Education
- Bachelor of Arts degree in business administration from Furman University
- Master of Business Administration degree with a concentration in finance from Rollins College
Industry Designations
- Accredited Investment Fiduciary®
- Accredited Retirement Plan Consultant
- Certified Investment Management Analyst®
- Certified Plan Fiduciary Advisor
Industry Involvement
- Pension Education Council of Atlanta, co-founder and previous board member
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, 2024, and 2025 (CAPTRUST Atlanta)
- Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023, 2024, and 2025 (Team Atlanta)
- Financial Times 401 Top Retirement Advisers | 2018, 2019, and 2020
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.