19 CAPTRUST Advisors on 2025 PLANADVISER List
Every year, PLANADVISER honors the industry’s leading retirement plan advisors, utilizing quantitative criteria, such as Assets Under Advisement (AUA) and the total number of plans they oversee. Certain advisors also receive recognition in the Under 40 or Women Advisers categories, as well as highlighting of the specific plan types they service.
Congratulations to the following CAPTRUST advisors for making the list!
- Earle Allen | New York City, New York
- Joe DeBello | Tampa, Florida
- Dori Drayton | Grand Rapids, Michigan
- Devyn Duex | Santa Barbara, California
- Jean Duffy | Des Moines, Iowa
- Jim Edwards | Allentown, Pennsylvania
- Daniel Esch | Minneapolis, Minnesota
- Shaun Eskamani | Raleigh, North Carolina
- Tim Irvin | New York City, New York
- Paul Owen | Birmingham, Alabama
- Joey Payne | Lexington, Kentucky
- John Pickett | Dallas, Texas
- Jan Rezler | New York City, New York
- Michael Sanders | New York City, New York
- Barry Schmitt | Richmond, Virginia
- Jason Stanicek | Raleigh, North Carolina
- James Strodel | Charlotte, North Carolina
- Michael Volo | Boston, Massachusetts
- Emily Wrightson | New York City, New York
To see the full list of winners, click here.
Disclosure: CAPTRUST advisors named on the “PLANADVISER Magazine 2025 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.