Menu

Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.

Advanced Filter

Financial Advisors

We believe the best way to build a world-class organization is “one brick at a time.”

CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.

Akron, OH

Allentown, PA

Atlanta - Buckhead

Atlanta - Perimeter

Austin, TX

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Green, OH

Greensboro, NC

Greenwich, CT

Harrisonburg, VA

Hollywood, FL

Houston, TX

Jackson, MS

Lake Mary, FL

Lexington, VA

Los Angeles, CA

Lynchburg, VA

Minneapolis, MN

Nashville, TN

New York - Downtown

New York - Lake Success

New York - Port Washington

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Roanoke, VA

Salt Lake City, UT

San Ramon, CA

Santa Barbara, CA

Tampa, FL

Washington, DC

West Hollywood, CA

Recognition

Recognition

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.

Read More