Rick Shoff, AIF®, CM&AAManaging Director, Advisor Group

  • 1980 South Easton Road
    Suite 210
    Doylestown, PA 18901
  • 215.348.8811
  • LinkedIn

As managing director and member of the advisor group, Rick focuses on the firm's business development, advisor support, and advisor recruiting and acquisition initiatives. He also serves as a member of our firm's Executive Committee. Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation, and has worked in the industry since 1983.


  • Bachelor of Science degree in business administration from Lebanon Valley College


  • Accredited Investment Fiduciary (AIF®)
  • Certified Merger & Acquisition Advisor (CM&AA)


  • 100 Most Influential People in The 401(k) Industry - 401(k)Wire

Personal Profile

Red Lion, PA
Favorite Book or Movie:
Killer Angels and Animal House
Ideal Dinner Guest:
My grandfathers, Thomas Conway and “Bud” Shoff
Words to Live By:
Try to do the right thing.
Qualities I Admire in People:
Persistence, persistence, and persistence