The National Association of Plan Advisors (NAPA) has launched a new industry list that recognizes Top DC Advisor Teams. The inaugural list, which was compiled by NAPA’s Nevin E. Adams, features teams with a defined contribution (DC) practice and includes 22 CAPTRUST teams. When ranked by DC assets under advisement, CAPTRUST teams constitute half of the list’s top 10.
The list also includes data regarding each team’s total number of DC plans supported, as well as the total number of participants covered by those plans.
To view the entire list, please click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $250 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.