The National Association of Plan Advisors (NAPA) publishes an industry list that recognizes top defined contribution (DC) advisor teams. The list, compiled by NAPA’s Nevin E. Adams, features teams with a DC practice and includes 23 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 investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.