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CAPTRUST Again Named #1 U.S. Advisory Firm

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics, including assets under advisement, asset growth over the trailing year, and assets per client, as well as other indicators of business success. 

In the article accompanying the survey results, Financial Advisor author Eric Rasmussen discusses the mergers and acquisitions (M&A) trend currently sweeping the industry. He references DeVoe & Company’s David DeVoe who says, “that 2016 was a record year for merger and acquisition activity, which is part of a broader trend. (The firm tracked 44 deals in the first quarter of 2017, a record, he says, and tracked 145 deals in all of 2016.).”

So far in 2017, CAPTRUST has completed six such M&A deals—an accomplishment made possible by CAPTRUST’s ability to meet the demands and aspirations of high performing advisors who relentlessly pursue growth, better client outcomes, and a purposeful and rewarding future.

To read the article online, please visit


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 $240 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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