The Triangle Business Journal has ranked CAPTRUST number seven among the largest financial planning firms in the Triangle. The list was locally researched by TBJ’s Cameron Snipes, and the winners were ranked by the number of Series 7, fully licensed brokers in the Triangle. Additionally, for each of the winners, the list provides the total number of employees and locations that the business has in the Triangle, as well as the services offered by each company.
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 $201 billion in client assets with advisors located in Alabama, California, Connecticut, Florida, Georgia, Iowa, Illinois, Massachusetts, Maine, Michigan, Minnesota, Missouri, Mississippi, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.