PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement Plan Advisers list for 2023.
This prestigious designation recognizes the top 205 retirement plan advisors in the industry based on quantitative measures. To be listed, advisors had to have a minimum of 50 plan clients or $400 million in retirement plan assets under advisement.
Congratulations to the following CAPTRUST advisors for making the list!
- Earle Allen | New York City, New York
- Dori Drayton | Grand Rapids, Michigan
- Devyn Duex | Santa Barbara, California
- Daniel Esch | Minneapolis, Minnesota
- Paul Owen | Birmingham, Alabama
- Joey Payne | Lexington, Kentucky
- John Pickett | Dallas, Texas
- Michael Sanders | New York City, New York
- Barry Schmitt | Richmond, Virginia
- Jason Stanicek | Raleigh, North Carolina
- James Strodel | Charlotte, North Carolina
- Michael Volo | Boston, Massachusetts
- Emily Wrightson | New York City, New York
To see the full list of winners, click here.