Wealthmanagement.com named CAPTRUST number one in its annual ranking of registered investment advisors (RIAs) focused on wealth management. The publication’s Top 100 Retail RIAs of 2016 are ranked based upon total assets under management reported on Form ADV. To make this list, firms must be U.S.-based and serve individual investors as a primary line of business.
While known for its significant retirement plan advisory practice, CAPTRUST notably serves approximately 2,400 high-net-worth client households. These individual investors and families benefit from the scale and insights the firm has gleaned from its work as a fiduciary and investment advisor to some of the country’s biggest retirement plans over the past 29 years.
About CAPTRUST Financial Advisors
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 $188 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.