This year, CAPTRUST was named to the 2019 PLANADVISER Top 100 Retirement Plan Advisers list. At more than $300 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” Additionally, CAPTRUST was named to the list segment titled “Mega Teams With More Than 300 Retirement Plans Under Advisement.”
Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. The Top 100 list is divided based on the number of advisors and number of total employees, and the four resulting categories are Individuals, Small Teams, Large Teams, and Mega Teams. CAPTRUST was one of 16 Mega Teams included in this year’s Top 100.
To learn more about the methodology and to see 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 currently represents more than $300 billion in client assets with 38 locations across the U.S.