The list, compiled by the National Association of Plan Advisors’ Nevin E. Adams, features teams with a DC practice and includes 25 CAPTRUST teams. When ranked by DC assets under advisement, CAPTRUST teams constitute half of the list’s top 10.
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The list, which highlights the nation’s leading retirement plan advisor firms, places CAPTRUST at number three, with more than $203 billion in defined contribution assets under advisement, 2,000 plans, and 5 million plan participants.
Financial Advisor magazine’s Eric Rasmussen recently sat down with CEO Fielding Miller to talk about CAPTRUST’s focus on retirement plan advisory services and the challenges and opportunities in that specialty market segment.
On December 3, Business North Carolina featured an article profiling the genesis of CAPTRUST. Written by journalist Dan Barkin, the article highlights Miller’s homegrown Raleigh success story, as well as the firm’s focus on culture.
This Q&A touches on everything from Fielding’s roots growing up in Lenoir, North Carolina, to the impetus for founding CAPTRUST, to the one thing in his routine that’s particularly important to him.
Nearly 500 advisors were nominated for this annual list. CAPTRUST’s Beryl Ball, Deanna Bamford, Patricia Bills, Erica Blomgren, Karen Casillas, Susan Clausen, Heather Darcy, Devyn Duex, Jean Duffy, and Abigail Russell were recognized.