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CAPTRUST Atlanta Makes Top Financial Planning and Advisory Firms List

The Atlanta Business Chronicle publishes its list of Atlanta’s Top 25 Financial Planning and Advisory Firms on an annual basis. For 2016, CAPTRUST’s Atlanta branch secured the number eight position among firms that are ranked by total assets under management.

The CAPTRUST Atlanta office financial advisors are Vic Bell, Richmond Bernhardt, and Drew McCorkle. Altogether, they represent a combined 93 years of industry experience and have more than $7.3 billion in assets under management.

To find the entire list online, please click here.

About CAPTRUST Financial Advisors
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 $188 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.



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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