Menu

Recent News

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Advanced Filter

| Raleigh, NC

CAPTRUST Tops List of RIA Aggregators

Greg Iacurci of InvestmentNews recently published industry research focused on the trend of retirement plan advisors seeking to build their practices through the scale and support offered by larger firms. CAPTRUST, who has successfully integrated 26 acquired advisor practices over the last 12 years, ranks as the largest of firms active in this space with $194 billion of defined contribution plan assets under advisement and 85 defined contribution-focused advisors.

According to the article, joining a large firm may increase advisors’ competitive edge through brand recognition and the ability to reference aggregate defined contribution plan assets. Through CAPTRUST’s centralized model and approach to acquisitions, advisors achieve those benefits as well as gaining scale advantage and experiencing successful growth. 

Click here to read the InvestmentNews article.

About CAPTRUST

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 $210 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.

 

Recognition

Announcements

Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

Read More

Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

Read More