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CAPTRUST’s Atlanta Office Named to Top Financial Planning and Advisory Firms List

The Atlanta Business Chronicle’s list of Atlanta’s 25 Largest Financial Planning and Advisory Firms ranks firms by their total assets under management (AUM). This year’s list was researched by Patsy Conn, the publication’s research director, and included additional data points for each firm—namely, Atlanta office AUM broken down into discretion and non-discretion figures and companywide AUM.  

CAPTRUST’s Atlanta office has more than $7 billion in AUM, earning it the number 9 ranking in this year’s list. To find the entire list online, please click here. (Gated content)


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 $244 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, 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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