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What are you solving for?

CAPTRUST provides a compelling alternative for independent RIAs considering a sale of their business.

Over the past decade…

Dozens of accomplished and entrepreneurial advisors have joined CAPTRUST, tapping into our proprietary formula for sustainable growth that includes:

  • Accountability to and alignment with one another and our clients, rather than to outside investors;
  • A collaborative culture of peers working together in one unified practice;
  • A proven, scalable client service and business model; and
  • A capital reinvestment strategy focused on compounding long-term growth rather than short-term payoff.

Your peers share how joining us helped them solve for the key issues RIAs are currently facing:

“We felt like we were chasing a rainbow”

Growth

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“We are going to be better advisors to our clients”

Business Complexity

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“You can chart your own course”

Succession

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“I’d rather own a little piece of a lot of other people than 100% of just me”

Realizing Value

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How can we help?

We get it. This is a big decision. The CAPTRUST growth model is anchored by a centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development.

Each advisor has the discretion and flexibility to delegate non-client facing activity to the home office to maximize their effectiveness.

centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development.

The best advice I can give to somebody considering a move like this is…

More to come

Good for clients [VIDEO]

More to come

More to come

  • Telemedicine: 24/7 diagnosis and treatment
  • Benefits app
  • HSA and HRA programs
  • Dental and vision plans
  • Flexible spending accounts (FSA): medical and dependent care
  • 401(k) plan with employer match
  • Life insurance/AD&D coverage
  • Short- and long-term disability coverage
  • Employee assistance program (EAP)

How are we different?

We are a strategic buyer, not a financial buyer or roll-up. We acquire 100% of a practice, which is then integrated into our company. We are all employed by, and shareholders of, one entity – CAPTRUST. With over 500 employees, we have dedicated senior management in every functional area of the business and offer a scale advantage that is seldom found in an independent RIA. Joining forces with CAPTRUST offers an immediate increase in capabilities, resources and capacity.

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Experienced Buyer

We are very careful about only acquiring RIAs that are a strong cultural fit with our organization and believe our integration process has been a key factor in this success. Our dedicated integration team…

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Diversified Offering

As one of the largest RIAs in the U.S., we offer a broad range of services to institutional clients, including corporate and higher-education retirement plans, foundations and endowments, and religious organizations.

Our size also provides us with access to best-in-class investment managers that we couple with customized wealth planning services for individuals.

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Depth of Resources

The CAPTRUST growth model is anchored by a centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development. Each advisor has the discretion and flexibility to delegate non-client facing activity to the home office to maximize their effectiveness.

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“OneUP” Culture

The CAPTRUST growth model is anchored by a centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development. Each advisor has the discretion and flexibility to delegate non-client facing activity to the home office to maximize their effectiveness.

Our Deal History

deal history

Frequently Asked Questions

For a confidential, exploratory discussion about the opportunity to grow with CAPTRUST, please submit your contact information and a member of our team will contact you soon.

Raleigh, NC

4208 Six Forks Road,
Suite 1700
Raleigh, NC 27609
Phone 800.216.0645