33 CAPTRUST Teams on NAPA Top DC List
The National Association of Plan Advisors (NAPA) recognized a record-breaking 33 CAPTRUST teams on the 2024 Top Defined Contribution (DC) Advisor Teams list. Based on asset values, the recognition highlights these advisor teams for their positive impact on private retirement systems across the U.S.
Unlike other lists, this list focuses on advisor teams rather than individuals. NAPA defines teams as being in one location and having a minimum of $100 million in DC assets under advisement as of December 31, 2023.
Additionally, CAPTRUST was named the largest firm on NAPA’s Top DC Advisor Multi-Office Firms. The list is based on self-reported DC assets under advisement (AUA) as of December. 31, 2023. The full list is here.
Congratulations to each CAPTRUST office listed in the NAPA Top DC Advisor Teams for 2024:
- CAPTRUST Akron
- CAPTRUST Allentown
- CAPTRUST Atlanta
- CAPTRUST Austin
- CAPTRUST Birmingham
- CAPTRUST Boston
- CAPTRUST Charlotte
- CAPTRUST Chesterton, IN
- CAPTRUST Chicago
- CAPTRUST Columbia, MD
- CAPTRUST Dallas
- CAPTRUST Denver
- CAPTRUST Des Moines
- CAPTRUST Doylestown, PA
- CAPTRUST Greenville, SC
- CAPTRUST Greenwich
- CAPTRUST Harrisonburg
- CAPTRUST Houston
- CAPTRUST Lake Success, NY
- CAPTRUST Los Angeles
- CAPTRUST Minneapolis
- CAPTRUST New York
- CAPTRUST Orlando
- CAPTRUST Pittsburgh
- CAPTRUST Portland, ME
- CAPTRUST Phoenix
- CAPTRUST Raleigh
- CAPTRUST Richmond
- CAPTRUST Sacramento
- CAPTRUST Santa Barbara
- CAPTRUST South Michigan
- CAPTRUST Tampa
- CAPTRUST Warren, NJ
The full list is here.
