CAPTRUST Ranks Sixth on Barron’s 2024 Top RIA List

CAPTRUST ranked sixth in the mega size category on Barron’s Top RIAs (Registered Investment Advisors) list for 2024. This list evaluates the nation’s leading independent advisory firms based on both qualitative and quantitative components. Considerations include assets managed, technology spending, and staff diversity, along with other metrics.

While it’s the eighth annual list of its kind, this is the first time Barron’s has ranked the largest, or mega, RIA firms separately from other large firms. For this category, Barron’s selected firms that manage 2 percent or more of the total assets of all ranking applicants. This year, the 2-percent metric creates a threshold of $70 billion in assets. CAPTRUST currently manages more than $1 trillion in total client assets.

Click here to access the full ranking.